News
Updates For Professionals & Trustees
Recent Posts
- Superannuation Recontribution Strategies Explained
- Splitting SMSF Contributions A Smart Strategy for Spouses
- Quality of SMSF Establishment Advice Under Assessment by ASIC
- ATO Focuses on Breaches of Asset Valuation Rules. Market Valuation of SMSF Assets
- SMSF Services – the Difference Between What Advisers and Accountants Can Offer
Insights for Business
Economic Shifts that Represent New Markets for Your Financial Firm.
When change accelerates, so does the need to adapt. Financial Services is one of those
How Much Does it Cost to Wind Up a SMSF?
Once a fund has been wound up, it cannot be reactivated. It’s also important to
July 28: TBAR Lodgment Due
The quarterly transfer balance account report (TBAR) for self-managed super funds (SMSFs) is due on
What Auditors Want – Hear it Directly from an Auditor
Every year we get asked by advisers why our auditors ask for so much documentation
ATO Lodgment To-Do’s for June 2021
Well! Almost the end of another financial year. Don’t miss these items and deadlines for
2020/2021 EOFY Considerations for You & Your Clients
As another financial year draws to a close, it’s a good time for you and
Insights for Trustees
SMSF Annual Return (SAR) – Is Yours Due October 31?
Some SMSFs have their annual return (SAR) due by 31 October 2021. You’re required to lodge
How Much Does it Cost to Wind Up a SMSF?
Once a fund has been wound up, it cannot be reactivated. It’s also important to
Life Insurance – What Structure Works for Your Family?
[This article is from our partners, Quill Group] Welcome to the new financial year! Over
EOFY To-Do’s for Trustees
An article from our partner, Quill Group. The end of the 2020/21 financial year is
The Best Investment Anyone Can Make: 3 High-Yielding Investments In Yourself
An investment in yourself is one that will make massive positive returns for you, your
What the Federal Budget 2021-22 Means For You, Your Family & Your Fund
[a story from our partner, Quill Group] Budget Summary The 2021-22 Federal Budget is a