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
Tag: smsf
SMSF NS097 : Recent changes to legislation
In this episode, we discuss the recent changes to legislation. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS096 : The latest SMSF updates and the biggest myths with superannuation and your death
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
SMSF NS095: Issues with crypto and changes to downsizer and non-concessional contributions
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
SMSF NS094: The latest SMSF updates
In our latest episode, we discuss the latest SMSF updates, as well as the new director identification number requirements. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS093: Contribution strategies with the new caps
In our latest episode, we discuss contribution strategies with new caps. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS089: The 2021-22 Federal Budget
In our latest episode, we discuss the 2021-22 Federal Budget. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS088: Year End Contribution Planning and Strategies
In our latest episode, we discuss Year End Contribution Planning and Strategies. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS087: The indexation of the contributions caps
In our latest episode, we discuss the indexation of the contributions caps. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS086: The indexation of the transfer balance cap and the total super balance
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
SMSF NS085: What will you do differently next year
In our latest episode, we discuss what will you do differently next year. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS84: Contribution Strategies
In our latest episode, we discussed contribution strategies. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS83: The latest SMSF News and the 2020 Federal Budget
In our latest episode, we discuss The latest SMSF News and the 2020 Federal Budget. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS82: The latest SMSF news
In our latest episode, we discuss the latest SMSF news. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS81: The latest SMSF news and the new financial year
In our latest episode, we discuss the latest SMSF news and the new financial year. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS80: SMSF and Super updates and final year-end planning considerations
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
SMSF NS 079: Financial year-end planning
In our latest episode, we discuss financial year end planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS078: The latest on the Corona Virus measures and what SMSF trustees should be looking at
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
SMSF NS077: Corona Virus and the government support measures
In our latest episode, we discuss the Corona Virus and the government support measures. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS076: The latest SMSF news to start 2020
In our latest episode, we discuss the latest SMSF news to start 2020. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS075: The Year in Review
In our latest episode, we discussed the year in review. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS074: Downsizer contributions
In our latest episode, we discussed downsizer contributions. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS073: Property investing in an SMSF
In our latest episode, we discussed about Property investing in an SMSF. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS072: The latest SMSF News
In our latest episode, we discussed about the latest SMSF news. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS071: The latest ATO news as well as tax strategies for your SMSF
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
SMSF NS069: Strategies to consider for your SMSF
In our latest episode, we discuss strategies to consider for your SMSF. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS064: Review of 2018, go a quick year-end checklist and look ahead to 2019
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
SMSF NS063: The Latest SMSF News Including the 3 Year Audit Cycle, SMSF Lending and Extension for Superstream
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
SMSF NS062: SMSF and Family Law Issues on Relationship Breakdown
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
SMSF NS061: Your Year End Checklist for your SMSF Accounts Prep and Audit
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
SMSF NS060: Year End Planning for your SMSF
In our latest episode, we discuss the Year End Planning for your SMSF. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS059: The 2018 Federal Budget
In our latest episode, we discuss the 2018 Federal budget. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS058: Top Compliance Mistakes made by SMSF Trustees
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
SMSF NS057: The Key Takeaways from the 2018 SMSF Association Conference
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
SMSF NS056: All the Latest SMSF News for the Start of 2018
In our latest episode, we discuss all the latest SMSF news for the start of 2018. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS054 : SMSF News and also discuss some of the latest issues with lending within an SMSF
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
SMSF NS053 : SMSF Estate Planning in Light of the New Super Rules
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
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
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
SMSF NS051 : The Latest SMSF News as well as Tax Saving Pension Strategies Under the New Super Rules
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
SMSF NS050 : Welcome to 2018 Financial Year
In our latest episode, we discuss welcome to 2018 financial year. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS049 : The Top ten Reasons to have a Sole Purpose Corporate Trustee for your Fund
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
SMSF NS048: Part two of our End of Financial Year Planning SMSF’s and a Quick 2017 Federal Budget
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
SMSF NS047: Part One of our End of Financial Year Planning Checklists for SMSF’s
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
SMSF NS046: The ATO’s Top Compliance Issues, Plus Decisions SMSF Trustees Need To Make Relating To The Super Changes
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
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 Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS044: A Year End Review for your SMSF
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
SMSF NS043: The Strategies to Consider and Issues to Review in Relation to the Super changes
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
SMSF NS042: Strategy Issue Announced by the Government
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
SMSF NS036: Superannuation Thresholds and Pre-Budget Whispers
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
SMSF NS035: ATO Focusing on SMSF Common Issues
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
SMSF NS 034: Latest ATO statistics and current SMSF compliance issues
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
SMSF NS 033: Year End Review
In our latest episode we discuss a year end review including compliance issues, strategies and Estate Planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS 032: Government’s Response to Financial System Enquiry
In our latest episode we discuss the government’s response to the financial system enquiry and the top 5 hot audit issues for this year. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
NV064: Small Business CGT Concessions
A discussion around Small Business CGT Concessions and a tax update. Hosted by Sarah Power: Director of Business Concepts Group, Financial Planner and Accountant
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 Chris Reed: 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 Chris Reed: 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 Chris Reed: 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 Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial […]
SMSF SS_6: SMSF Tax Planning
Chris shares 5 key tax strategies every SMSF Fund trustee should consider. Hosted by Chris Reed: 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 Chris Reed: 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 Chris Reed: 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 Chris Reed: 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 Chris Reed: 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 Chris Reed: 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 Chris Reed: 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 Chris Reed: 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 Chris Reed: 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 Chris Reed: 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 Chris Reed: 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 Chris Reed: 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 Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist