In our latest episode we bring you part one of our end of financial year planning checklists for SMSF’s. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
Tag: fund
SMSF NS045: Some Aged Based Issues to Consider, a Review of Fund Estate Planning
An update on some aged based issues to consider, a review of fund estate planning. 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