SMSF Administration Costs

What are the average SMSF administration costs and fees? SMSF operating, accounting and audit costs are a key consideration when an recommending an SMSF be set up. New data has been released from the ATO on the average SMSF costs and fees. This new data is more detailed than previous high level statistics and provides […]

Average SMSF Costs and Fees

What are the average SMSF costs and fees? SMSF operating, administration and audit costs are a key consideration when you setup an SMSF. New data has been released from the ATO on the average SMSF costs and fees.  This new data is more detailed than previous high level statistics and provides reliably insight into SMSF […]

Adviser Portal Dashboard and Notifications Update 2020

Based on feedback from our users, we’ve made some adjustments to the Dashboard and Email Notifications for the Intello Adviser Portal. The new dashboard and notifications will be live from 1 July 2020. Adviser Portal Dashboard The key change we’ve made is to categorise the outstanding Tasks into two key areas: Outstanding Annual Accounts Tasks […]

ATO Guidance: Superannuation Early Release and Contributions

The ATO is planning to issue guidance outlining the limited circumstances in which they will allow an individual to access their superannuation early and later claim a concessional contribution. It’s been reported that the ATO is currently preparing guidance on the limited circumstances when an individual will be allowed to access some of their superannuation […]

SMSF End of Financial Year Checklist for Advisers 2020

This SMSF end of financial year checklist contains a number of key items for trustees to review and action prior to 30 June 2020. This 2020 end of financial year is slightly different due to a number of specific items related to COVID-19. Due to the size of this article we recommend you utilise the […]

SMSF End of Financial Year Checklist 2020 for Trustees

This SMSF end of financial year checklist contains a number of key items for trustees to review and action prior to 30 June 2020. This 2020 end of financial year is slightly different due to a number of specific items related to COVID-19. Due to the size of this article we recommend you utilise the […]

SMSF End of Financial Year Checklist 2020

This SMSF end of financial year checklist contains a number of key items for trustees to review and action prior to 30 June 2020. This 2020 end of financial year is slightly different due to a number of specific items related to COVID-19. Due to the size of this article we recommend you utilise the […]

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 […]

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 […]