Newsletters

TBAR is not to tow your boat…. 28 October deadline for quarterly TBAR reporters

The first quarter of 2019 has ended and with it may come new Transfer Balance Account Report (TBAR) reporting requirements for your SMSF clients.

What an SMSF audit is not

Are your clients getting value from their SMSF audit?

What if I miss the SMSF annual return deadline?

Know the key dates and how to avoid harsh penalties

Get your ducks in a row before June 30

Recap on the ATO’s July 2017 SMSF reforms

Three-year SMSF audit cycle proposal raises questions

Will the changes be in trustees’ best interests?

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…

The Paper Trail

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

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.

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.