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The next generation is beating down the door. Are you taking advantage of it?

12 Jan 2022, 11:00 am

After years of negligible growth in the establishment of new SMSFs, they have taken off again. The one thing to watch out for is the younger generation of investors.

They are the fastest growing segment of new SMSFs, and they are different.

It’s been exhausting, the finish line’s in sight… but...

24 Nov 2021, 12:53 pm

It’s been a 21-month ultra-marathon.
Hang in there. The finishing line is in sight. It’s just a few short weeks.

However... it would be remiss of me if I did not bring two things to your attention:

Trustees looking for someone to blame

8 Sept 2021, 7:27 am

When investments sour and people lose money they want to blame someone. Anyone but themselves. Aggrieved trustees are all too happy to turn to the authorities or lawyers to vent their spleen.
And in the firing line – their accountant or auditor.

Six-Member Funds

29 July 2021, 11:19 am

The big attraction with six-member funds is that it brings more capital into the fund, giving it access to more investment opportunities otherwise not available to it.

But there are management challenges to consider. So be mindful ...

Top 5 Issues on the Audit Radar to be aware of

8 July 2021, 5:22 am

The main issues to be aware of right now include:

1. Property Valuations
2. Covid rent relief for related parties
3. Investment strategies
... we actually list more than five.

In the year twenty-twenty / twenty-one, it was thought accountants work was done…

30 June 2021, 7:38 am

But it’s now twenty-one / twenty-two and the ATO is coming….. for you….!

On that bright note, a very happy lockdowned new year to you all.

Shock Easy Budget – and Indexation of Transfer Balance Cap

13 May 2021, 1:47 pm

I had a good night’s sleep on Tuesday night. A welcome relief after the perpetual roiling turbulence of last year.
But what does the indexation of TBC mean for clients?

The ATO is starting to crack the whip.

17 Mar 2021, 11:41 am

The leniency shown towards businesses in 2020 is about to end. There is $65 Billion in outstanding taxes and they want their money. And so does the government.

Why outsourcing your SMSF audits is good for your bottom line

23 Jan 2021, 11:10 am

"Let it go, let it go...."
There is one myth to debunk - that outsourcing audits will cost you money.
It might cost revenue but in the work we've done with accountants, it has led to greater profits and lower risk. The pluses:

Keep up to date with all the latest issues and how they affect your clients' SMSFs.
Plus invites to training sessions with CPD points.