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Newsletters

What if I miss the SMSF annual return deadline?

Know the key dates and how to avoid harsh penalties

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Get your ducks in a row before June 30

Recap on the ATO’s July 2017 SMSF reforms

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Three-year SMSF audit cycle proposal raises questions

Will the changes be in trustees’ best interests?

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To be, or not to be. Actually, when to TBAR. That is the question.

Alas, after navigating through the June 2017 reforms; transfer balance caps, CGT relief, new contribution caps and total superannuation balances, it is time to take arms against a new sea of troubles…

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The Paper Trail

SMSF Record Keeping. Good practices to help audits run smoothly.

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Breaking up is hard to do: why an SMSF Trust Deed is so important

Relationship breakdowns and major life changes can seriously impact an SMSF.

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TRIS in the post July 2017 world… Traps, Tricks and Tips

The July 2017 reforms brought with it significant changes to treatment of Transition to Retirement Income Streams (TRIS) within the SIS and Income Taxation regulations.

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Go Go Gadget Arms: keeping SMSF transactions at arm’s length

Making sure there’s no conflict of interest

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ATO aims its blasters at SMSF auditor independence targets in 2017-18

Referral sources of audits and discrepancies in the valuation of assets are in the ATO’s sights

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1300 874 787 Fax: +612 4961 2466
Level 1, 184 Parry Street
Newcastle West, NSW, 2302

PO Box 2315
Dangar, NSW 2309

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