SMSF Adviser - News for Australian SMSF professionals
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Approved SMSF auditors and new ATO statistics — what does the …
网页16 小时之前 · A. A. A. As a lawyer, I do a substantial amount of work advising and representing approved SMSF auditors who are being audited/reviewed by the ATO and/or who have been referred to ASIC. Accordingly, I paid considerable attention to certain new statistics that the ATO released recently regarding ‘SMSF auditor case outcomes 2023–24.
The hidden dangers of large SMSFs - SMSF Adviser
网页1 天前 · A large fund can also pose a heightened risk of mismanagement, as it demands careful oversight to ensure compliance with SMSF regulations. “Without proper knowledge or external guidance, one or two trustees may overlook important legal obligations, leading to mismanagement or inadvertent non-compliance, resulting in severe penalties or losses ...
Finalists unveiled for Women in Finance Awards 2024
网页1 天前 · A. A. A. SMSF advisers are in the running to win one of the coveted Women in Finance Awards 2024. A total of 258 finalists have been selected to compete at the eighth annual Women in Finance Awards. The national awards program, run with the support of principal partner Mortgage Choice, is designed to …
Growth Strategies for SMSF Professionals - SMSF Adviser
网页5 天之前 · Up-to-date, specialised strategy is core component of an SMSF professional’s arsenal. SMSF Adviser analyses and interprets regulatory and legislative changes to ensure the SMSF sector is kept informed on the tips, tools and best practice for serving SMSF trustees. SMSF Adviser also keeps professionals informed on …
Forward planning best practice to decrease debt and increase wealth
网页1 天前 · As retirement approaches, it's essential to strategically reduce debt while maximising wealth growth efficiently to achieve financial goals. Chris Reed, SMSF specialist adviser and director of Business Concepts Group, noted that as people approach retirement, they often receive lump sums from sources like the sale of a business or an inheritance.
A detailed guide to SMSF rollovers and SuperStream
网页2022年1月27日 · A. While the ATO is taking a more educative approach in the transitioning phase of SuperStream, SMSF trustees and members should do their best to comply with the rules and timeframes to minimise unnecessary costs and anxiety. Overview. SMSFs have from 1 October 2021 been covered by the SuperStream rollover standards.
Free webcast will help SMSFs understand value of gold amid …
网页2 天之前 · The upcoming free SMSF Adviser webcast on 2 October will assist trustees and their advisers in considering investments in gold and other precious metals by helping them understand the benefits of the strategy, as well as the regulatory and compliance issues involved. Guest speakers Ruth London, national sales manager for Gold Bullion Australia ...
Downsizer super contributions drop off - SMSF Adviser
网页2024年9月17日 · A. A. A. The number of people taking up downsizer contributions has dropped from a high in the 2021–22 financial year – the height of the COVID-19 pandemic. ATO data has revealed that downsizer super contributions fell from 19,700 in 2021–22 to 13,000 for the 2023–24 period. Despite this decrease, the current figures are still double ...
Feature Articles - SMSF Adviser
网页2024年2月26日 · Shannon Smit: An award-winning offering. November 23 2022. Shannon Smit, CEO and founding director of Smart Business Solutions, was recently named the SMSF Adviser of the Year at the 2022 Women in ...