When your client experiences an event that results in them being able to call upon their SMSF Insurance policy, their focus is on a...

Word on the street is that the repugnant Division 296 tax will become reality, despite the outcries from the SMSF Industry about taxing...

At the heart of the appeal of a Self-Managed Super Fund (SMSF) lies control.

With Tax Practitioner Board Breach (TPB) Reporting already upon us and further Code of Conduct obligations to be implemented, it seems...

One of the things we do at the end of every SMSF lodgement season is to analyse the audit queries we had for the season.

It’s not many Accountants or Advisers that want to be looking back at 2023 financial year SMSF transactions in May 2024. Most would love...

From 1st July 2024 Contribution Caps will increase whilst the general transfer balance cap will stay as is. The concessional and...

There is no doubt that your time as an SMSF Accountant/Administrator continues to be eaten up by more onerous and time-consuming...

After weeks of frustrated clients and equally frustrated team members trying to onboard new clients, we decided to run a trial on one of...

With more than 10% of SMSF’s having an LRBA, as an Accountant or Adviser you have a ready market if you are willing to invest your time...

When things are running smoothly for an SMSF, investments doing well, no compliance issues and minimal changes being made it would seem...

Given the complexity involved in the day-to-day administration of your client’s SMSFs, it would not be surprising if much of your time is...

With the end of the financial year approaching, it’s time to assist your SMSF clients to get their SMSF in order and perhaps avoid any...

There’s a lot to understand if you have an SMSF member whose retirement is just around the corner. With the right information and tools,...

Managing a Self-Managed Super Fund (SMSF) is a significant responsibility that requires careful planning and attention to detail. One...

For SMSF Accountants and Advisers, making sure their client’s SMSF Trust Deed are current may not always be top of mind. Typically,...

If your SMSF clients are thinking about or have invested in property, they need to know how to save tax by claiming a depreciation...

The recent bug bear for SMSF Trustees has been the increased scrutiny from their Auditor when it comes to obtaining valuations of their...

From 1 July 2023, the TBAR reporting for all SMSFs will be streamlined and all SMSFs will be required to report transfer balance account...

We think SMSF’s are fantastic and if you are reading this you probably do too. The more of them we have the more we are Accounting,...