SMSF NS123 – SMSF compliance check for your fund
In this latest episode, we discussed the SMSF compliance check for your fund. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
In this latest episode, we discussed the SMSF compliance check for your fund. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
In this latest episode, we discussed the current SMSF audit issues. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
In this latest episode, The question of ‘how much super do I need to retire’. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
In this latest episode, we discuss the year-end checklist for SMSF trustees. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
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
In this latest episode, we discuss Year end SMSF planning strategies. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
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
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
In this episode, we discussed the big myths of super. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
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
In this episode, we discussed the super changes that commenced on 1st July 2023. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
In this episode, we discussed year end SMSF planning. 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 Some of the financial issues that women face. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
In this episode, we discussed the latest SMSF news. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
In this episode, we discussed about SMSF estate planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
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
In this episode, we discuss the year end contribution planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
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
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
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
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
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
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
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
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
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
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
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
In our latest episode, we discussed contribution strategies. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
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
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
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
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
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
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
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
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
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
In our latest episode, we discussed downsizer contributions. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
A discussion around Small Business CGT Concessions and a tax update. Hosted by Sarah Power: Director of Business Concepts Group, Financial Planner and Accountant
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
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
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
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 […]
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
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
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
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
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
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
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
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
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
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
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
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
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