The past year has seen SMSF trustees and professionals deal with the first full year under the new transfer balance cap (TBC) regime. This webinar will look ahead to 2019 and explore strategies a trus...
With over a quarter of all SMSF members aged from 55 - 64 the ability to access super is a front of mind strategy, but how can you access super and are there any traps? In this webinar Tim Mille...
In response to the questions received during our hugely successful September webinar we are dedicating this webinar to taking a deeper dive into TBAR and disregarded small fund assets to make sure you...
During the webinar Doug and Melanie presented a technical update on claiming deductibility of expenses, and dealing with capital gains and losses, in light of the ATO focus for 2017-18 on how funds cl...
The need for aged care advice is increasing with Australia’s ageing population providing more opportunities for advisers to expand their service offer into this market. Recent reforms by the Governmen...
During the webinar Melanie explained the key changes to the administration of SMSFs in retirement phase and highlighted what you need to be aware of when applying for actuarial certificates going forw...
During the webinar Melanie explained the key measures from the Budget impacting your retired or retiring clients. She also discussed a couple of outstanding superannuation reform issues on which we ha...
With the dust settling on the super reform changes implemented at 1 July, this webinar will explain the key changes you need to be aware of when completing the SMSF 2016-17 tax return and the impact o...
At the SMSF Association National Conference in Feb 2018 we presented a session which looks at a new framework for thinking about retirement income for SMSF retirees. The government has been consulting...
A key risk faced by SMSF retirees is sequencing risk as the order and timing of investment returns can have a significant impact on account balances. This risk is attributed to the regular cashflow th...