Accountants, Business Advisors, Superannuation, SMSF
In this episode, we discussed when to consider winding down your SMSF taking into account tax planning, estate planning, intergenerational wealth transfer and simplifyig your financial affairs. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
In this episode, we discussed super changes for the 2027 financial year. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
In this episode, we discussed End of Financial Year Planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
In this episode, we discussed the 2026/27 federal budget. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
In this episode, we discussed the coming changes of payday super and Division 296 Tax. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
In this episode, we discussed International women’s day and strategies to close the super gap. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
In this episode, we discussed whats coming up in the new year – latest legislation updates, cap indexation Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
In this episode we discuss a review of contribtuion strategies, account balance management and strategies for lower income earners. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
In this episode we discuss the new division 296 tax announcements. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
In this episode, we discussed an SMSF health check for your fund. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
In this episode, we discussed the latest ATO warnings on SMSF’s. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
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
In this episode, we continued our discussion on end-of-year planning for SMSFs in Part 2. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
In this episode, we covered end of financial year strategy planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
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
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
