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SMSF News and Strategies

SMSF NS: 130 The new financial year – lodgements, valuations and related party transactions

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , ,

In this episode, we discussed the new financial year – lodgements, valuations and related party transactions. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS127: The 2025 federal budget and your end of year planning strategies

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , ,

In this episode, we covered the 2025 federal budget and shared strategies for your year-end planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS126: Transfer balance cap indexation, and loss of capacity

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , ,

In this latest episode, we discussed transfer balance cap indexation, and loss of capacity. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS120 – The new NALE laws, end of financial year accounts preparation, and strategy adjustments for 2025

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , ,

In this latest episode, the new NALE laws, end of financial year accounts preparation, and strategy adjustments for 2025. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS118: The 2024 federal budget and the coming new Division 296 tax

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , ,

In this latest episode, we discuss the 2024 federal budget and the coming new Division 296 tax Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS116 : The ATO focus on illegal early access of super, as well as SMSF documentation and disputes

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , ,

In this episode, we discussed the ATO focus on illegal early access of super, as well as SMSF documentation and disputes. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS115 : The contribution cap indexation, the new $3m tax, and how SMSF’s are helping women close the super gap

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , ,

In this episode, we discussed the contribution cap indexation, the new $3m tax, and how SMSF’s are helping women close the super gap. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS114 : The new NALE rules, related party LRBA’s and a year end wrap up

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , ,

In this episode, we discussed The new NALE rules, related party LRBA’s and a year end wrap up. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS113 : Death Benefit Nominations and the taxation of super death benefits

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , ,

In this episode, we discussed the Death Benefit Nominations and the taxation of super death benefits. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS111: The items to look at for a quick review of your SMSF

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , ,

In this episode, we discussed the items to look at for a quick review of your SMSF. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS106: International Women’s Day and Some of the financial issues that women face

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , ,

In this episode, we discussed International Women’s Day and Some of the financial issues that women face. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS101: The New Financial Year, New Contributions changes and Year End reporting requirements

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , ,

In this latest episode, we discussed the new financial year, new contributions changes and year end reporting requirements. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS100: Yearend documentation review and sticking to the principals for investment success

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , ,

In this latest episode, we discussed yearend documentation review and sticking to the principals for investment success. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS098 : The 2022 Federal Budget, and employer share offers

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , ,

In this episode, we discuss the2022 Federal Budget, and employer share. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS096 : The latest SMSF updates and the biggest myths with superannuation and your death

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , ,

In this episode, we discuss the latest SMSF updates and the biggest myths with superannuation and your death. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS095: Issues with crypto and changes to downsizer and non-concessional contributions

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , ,

In this episode, we discuss the latest SMSF updates, issues with crypto and changes to downsizer and non-concessional contributions. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS092: Paperwork and record keeping requirements for the new financial year

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , ,

In our latest episode, we discuss paperwork and record keeping requirements for the new financial year. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS086: The indexation of the transfer balance cap and the total super balance

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , ,

In our latest episode, we discuss the indexation of the transfer balance cap and the total super balance. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS80: SMSF and Super updates and final year-end planning considerations

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , ,

In our latest episode, we discuss SMSF and Super updates and final year-end planning considerations. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS078: The latest on the Corona Virus measures and what SMSF trustees should be looking at

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , ,

In our latest episode, we discuss the latest on the Corona Virus measures and what SMSF trustees should be looking at. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS071: The latest ATO news as well as tax strategies for your SMSF

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , ,

In this latest episode, we discussed the latest ATO news as well as tax strategies for your SMSF. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS066:  Strategies to consider to counteract labours Franking Credit Policy

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , ,

In our latest episode, we discuss strategies to consider to counteract labours Franking Credit Policy. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS065:  All that is going on in the first half of 2019, plus the Banking Royal Commission

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , ,

Belated Happy New Year everyone! In our latest episode, we discuss all that is going on in the first half of 2019, plus the Banking Royal Commission. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS064:  Review of 2018, go a quick year-end checklist and look ahead to 2019

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , ,

In our latest episode, we discuss a general update and a year-end review for 2018 and a look ahead to 2019. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS063: The Latest SMSF News Including the 3 Year Audit Cycle, SMSF Lending and Extension for Superstream

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , ,

In our latest episode, we discuss the latest SMSF news including the 3-year audit cycle, SMSF lending and the extension for superstream. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS062: SMSF and Family Law Issues on Relationship Breakdown

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , ,

In our latest episode, we discuss SMSF and family law issues on relationship breakdown. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS061: Your Year End Checklist for your SMSF Accounts Prep and Audit

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , ,

In our latest episode, a year-end checklist for your SMSF accounts prep and audit. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS058: Top Compliance Mistakes made by SMSF Trustees

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , ,

In our latest episode, we discuss the top compliance mistakes made by SMSF trustees. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS057: The Key Takeaways from the 2018 SMSF Association Conference

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , ,

In our latest episode, we discuss the key takeaways from the 2018 SMSF association conference. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS055: SMSF News and also an End of Year SMSF Checklist

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , ,

In our latest episode, we discuss the latest SMSF news and also news and also an end of year SMSF checklist. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS054 : SMSF News and also discuss some of the latest issues with lending within an SMSF

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , ,

In our latest episode, we discuss the latest SMSF news and also discuss some of the latest issues with lending within an SMSF. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS053 : SMSF Estate Planning in Light of the New Super Rules

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , , ,

In our latest episode, we discuss the latest SMSF news as well as the need for members to review their estate planning in light of the new super rules. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS052 : The Latest SMSF News as well as the Benefits and Strategies for Members of a Couple to Equalise their Account Balances Under the New Super Rules

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , , , , , , , ,

In our latest episode, we discuss the latest SMSF news as well as the benefits and strategies for members of a couple to equalise their account balances under the new super rules. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS051 : The Latest SMSF News as well as Tax Saving Pension Strategies Under the New Super Rules

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , , ,

In our latest episode, we discuss the latest SMSF news as well as tax saving pension strategies under the new super rules. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS049 : The Top ten Reasons to have a Sole Purpose Corporate Trustee for your Fund

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , , , , , ,

In our latest episode, we discuss the top 10 reasons to have a sole purpose corporate trustee for your fund. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS048: Part two of our End of Financial Year Planning SMSF’s and a Quick 2017 Federal Budget

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , , ,

In our latest episode, we bring you part two of our end of financial year planning SMSF’s and a quick 2017 federal budget. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS047: Part One of our End of Financial Year Planning Checklists for SMSF’s

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , , ,

In our latest episode we bring you part one of our end of financial year planning checklists for SMSF’s. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS046: The ATO’s Top Compliance Issues, Plus Decisions SMSF Trustees Need To Make Relating To The Super Changes

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , , , ,

An update on the ATO’s top compliance issues, plus decisions SMSF trustees need to make relating to the super changes. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS045: Some Aged Based Issues to Consider, a Review of Fund Estate Planning

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , , , , , , , , , , ,

An update on some aged based issues to consider, a review of fund estate planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS044: A Year End Review for your SMSF

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , , , , , , ,

An update on a year end review for your SMSF and the key areas to look at. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS043: The Strategies to Consider and Issues to Review in Relation to the Super changes

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , , , , , ,

An update on the strategies to consider and issues to review in relation to the super changes. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS042: Strategy Issue Announced by the Government

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , , , , ,

An update on  Strategy Issue Announced by the Government. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS041: The Latest Update on the Superannuation Changes Announced by the Government

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , , , , , , , , , , , , , , ,

An update on the latest update on the superannuation changes announced by the Government. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS040: Your SMSF documentation and what it really says, death benefit issues, small business contribution strategies and have a look at whether a TTR is still worthwhile

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , , , , , , , ,

An update on your SMSF documentation and what it really says, death benefit issues, small business contribution strategies and have a look at whether a TTR is still worthwhile. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS039: ATO audit target for 2016, a post election budget discussion and year end paperwork

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , , , , , , , , , , ,

An update on ATO audit target for 2016, a post election budget discussion and year end paperwork. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS038: Year End Planning for your SMSF

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , , , , , , , , , , , , , ,

An update on Year End Planning for your SMSF. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS037: The 2016 Federal Budget and Changes to Super

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , , , , , ,

An update on the 2016 Federal Budget and the Changes to Super. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS036: Superannuation Thresholds and Pre-Budget Whispers

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , ,

This episode discusses the changes to superannuation thresholds and some strategies around them, as well as some pre-budget whispers. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS035: ATO Focusing on SMSF Common Issues

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , , , ,

In our latest episode we discuss updates we hear from the ATO regarding common issues they are seeing with SMSF’s and area’s that the ATO is focusing on. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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SMSF NS 034: Latest ATO statistics and current SMSF compliance issues

By Jean Rose TeroPosted on Posted in SMSF News and StrategiesTagged , , , , , , , , , ,

An update on the latest ATO statistics as well as a look at the current SMSF compliance issues. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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