Updates on some of the current issues with SMSF’s borrowing, and the 30 June 2016 deadline for funds with collectables. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
Author: Chris Reed
SMSF NS 030_SMSF Estate Planning Gone Wrong
An update on how SMSF Estate Planning can go wrong and a look at actual court cases. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS 029: ATO Activity Around SMSFs
Some of the recent ATO activities around SMSFs and some tips to keep you out of trouble with your Fund. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF SS _8: SMSF Health Check
Wrapping up the series, Chris goes through a health check for your SMSF as a good way to get started with taking your Fund to the next level, and why a general review of your Fund is your first step. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF SS _7: What happens to your SMSF when you die
The death or loss of capacity of a member can be a disaster for an SMSF. Chris is joined by Business Concept Group’s Sarah Power as they cover the often neglected area of estate planning and loss of capacity planning within SMSF’s. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning […]
SMSF SS_6: SMSF Tax Planning
Chris shares 5 key tax strategies every SMSF Fund trustee should consider. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF SS_5: The Family Super Fund
Sarah Power of Business Concepts Group joins Chris in this episode about bringing the next generation into your SMSF. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF SS _4: Gearing in an SMSF
Why borrow and when is it suitable in an SMSF? What are the different strategies available? Chris is joined by Business Concepts Group’s Sarah Power, and Domenic Suleman as they discuss gearing strategies within SMSF. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF SS _3: Property Investing with SMSF’s
Discusses property investing within Super, covering general rental type properties through to business premises, joint investments as well as property development and farmland. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF SS _2: SMSF Structure
Have your Fund up to date and ready to go. Discusses individual vs corporate trustees, the importance of keeping your deed and investment strategy current. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF SS _1: Introduction
This eight part Podcast series discusses all of the key areas of an SMSF and is aimed to assist SMSF trustees get the most out of their Fund. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS 028: Welcome to the 2016 Financial Year
Welcome to the 2016 Financial Year. Review the SMSF Trustee checklist to collate key information. This episode will also go through a review of SMSF documentation in particular around Estate Planning. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS 027: Actions to Take Before the End of the 2015 Financial Year
Preparing for the end of the 2015 Financial Year. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS 026: 2015 Budget Special and Superannuation
2015 Budget special noting that for Superannuation, there weren’t many changes. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS 025: ATO Activities
A discussion of recent ATO activities and in particular around the Auditor/ actuary contravention report (ACR). Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS 024: Audit Issues and Trends Around SMSF Growth
A look at the audit issues around Self-Managed Super Funds, trends in SMSF growth and some of the latest statistics as well as a discussion on the latest in Superannuation. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS 023: Latest Statistics on SMSFs and Recent ATO Views
Discussion covering the latest statistics on SMSFs and the recent ATO views on related party loans. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS 022: Financial System Inquiry Report
This first show for 2015 recaps the financial system inquiry report which was recently released and notes key points which can affect SMSFs. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist