Episodes
In this latest episode, we discussed the SMSF compliance check for your fund.
Published 10/31/24
Published 10/31/24
In this latest episode, we discussed the current SMSF audit issues.
Published 10/01/24
In this latest episode, The question of 'how much super do I need to retire'.
Published 08/30/24
In this latest episode, the new NALE laws, end of financial year accounts preparation, and strategy adjustments for 2025.
Published 07/31/24
In this latest episode, we discuss the year-end checklist for SMSF trustees.
Published 06/21/24
In this latest episode, we discuss the 2024 federal budget and the coming new Division 296 tax
Published 05/17/24
In this latest episode, we discuss Year end SMSF planning strategies.
Published 04/29/24
In this episode, we discussed the ATO focus on illegal early access of super, as well as SMSF documentation and disputes.
Published 04/02/24
In this episode, we discussed the contribution cap indexation, the new $3m tax, and how SMSF's are helping women close the super gap.
Published 02/29/24
In this episode, we discussed The new NALE rules, related party LRBA's and a year end wrap up.
Published 12/08/23
In this episode, we discussed the Death Benefit Nominations and the taxation of super death benefits.
Published 10/31/23
In this episode, we discussed the big myths of super.
Published 10/02/23
In this episode, we discussed the items to look at for a quick review of your SMSF.
Published 08/29/23
In this episode, we discussed the super changes that commenced on 1st July 2023.
Published 07/21/23
In this episode, we discussed the 2023 federal budget.
Published 05/30/23
In this episode, we discussed the 2023 federal budget.
Published 05/11/23
In this episode, we discussed the new $3m super tax and SMSF documentation.
Published 03/23/23
In this episode, we discussed International Women's Day and Some of the financial issues that women face.
Published 02/20/23
In this episode, we discussed the latest SMSF news.
Published 12/21/22
In this episode, we discussed about SMSF estate planning.
Published 11/24/22
In this episode, we discuss the 2022-23 federal budget.
Published 10/27/22
In this episode, we discussed re-contribution strategies.
Published 08/25/22
In this latest episode, we discussed the new financial year, new contributions changes and year end reporting requirements.
Published 07/21/22
In this latest episode, we discussed yearend documentation review and sticking to the principals for investment success
Published 06/16/22
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