3 Steps that’ll Get Your Google Ratings Higher

Now that you’ve created your Google My Business Profile, it’s time to aim for a fabulous star rating – or at least, one better than your nearest competitors. That’s because positive reviews directly influence sales. Research demonstrates that 84% of people trust online reviews as much as personal recommendations and 90% of people read reviews […]

What Happens When you Google Your Business? Simple tips to build a free new-client-magnet.

As straightforward and simple as the following pointers may seem, these will help distinguish your financial services business from competitors and appeal to critical emerging markets. Our last article in the new Marketing Foundations Series highlighted the importance of trust when seeking to build business opportunities with new markets. Research has regularly demonstrated how often Aussies […]

2020/2021 EOFY Considerations for You & Your Clients

As another financial year draws to a close, it’s a good time for you and your clients to perform a little “financial housekeeping”. Here are a few important considerations that may prompt your clients, depending on their personal circumstances. Naturally, Superannuation is an important consideration at this time of year for many individuals. So, let’s […]

EOFY To-Do’s for Trustees

An article from our partner, Quill Group. The end of the 2020/21 financial year is approaching – a great time to perform some financial “housekeeping”, according to your personal circumstances. For many individuals, Superannuation and the management of their SMSF is often an important consideration at this time of year. So, let’s look at some […]

Contribution and work test change for SMSF members aged 65 to 67

Recent changes to the rules around superannuation contributions including a work test change for people aged 65 and 66 have been made and come into effect from 1 July 2020.  The changes enable people aged over 65 years, but under 67 years old to make voluntary concessional and non-concessional contributions to superannuation without the need […]

SMSF Rent Relief for Related Party Tenants

The ATO has announced it will not be taking compliance action for the 2020 and 2021 financial years where an SMSF provide rent relief to a related party business leasing commercial property from the fund. So if your business has a lease agreement with your SMSF for it’s premises / property being forced to pay […]

FAQs SMSF Minimum Pension Reduction 2020-21

What is my new minimum pension for 2020? Can I put amounts in excess of the reduced minimum pension back into my SMSF? Can I treat payments above the reduced minimum pension amount as lump sums?  There are many questions about the SMSF minimum pension reduction 2020-21 and this article answers most of the common […]

$10,000 Coronavirus Superannuation Payment

Those suffering hardship due to the Coronavirus pandemic will be able to access a $10,000 Coronavirus superannuation payment this financial year 2020, and another $10,000 next financial year after 1 July 2020. The payments are expected to be available from 20 April 2020 and will be able to be applied for online via myGov or […]

smsfdataflow changes and rejection messages

You may have recently received an e-mail stating that smsfdataflow will no longer be supported and will cease operation on 1 March 2020. This web page contains essential information if you’ve signed up to use smsfdataflow for your SMSF to receive contributions from your employer.

What could an ALP Government mean for your SMSF?

Jordan George is an industry leading speaker for the SMSF Association, and holds the title ‘Head of Policy’.  2018 was a tumultuous year for SMSFs with volatile investment markets and an even more volatile political environment giving SMSFs plenty to think about. However, as we move into the festive season, this is the ideal time to […]