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 : 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 : 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 : 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 : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

NV075: Update and Important dates for Employers

In our latest episode we discuss update and important dates for employers. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant

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

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

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

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 : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

SMSF NS037: The 2016 Federal Budget and Changes to Super

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

SMSF NS 031: Current Issues with SMSF’s Borrowing

Updates on some of the current issues with SMSF’s borrowing, and the 30 June 2016 deadline for funds with collectables. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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 : 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 : 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_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

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 : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

WIF_1: Introduction

Introduction to all the financial issues concerning women to be discussed in this eight-part series. Episodes will feature topics such as Superannuation, Insurances, Investing, Estate Planning and what to look out for when considering each of these areas including some tips, traps and ideas to help women today get ahead. Hosted by : Director of […]

WIF_2: Importance of Superannuation for Women

Looks at the importance of Superannuation to women. Superannuation is a major contribution to outcomes in financial future. Everyone has accumulated Super at some stage and everyone really needs to make the most of it – especially women. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant

WIF_3: Personal Insurances

Personal insurance is an essential part of overall financial health and can help ease the burden of looking after loved ones financially if something unexpected were to happen. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant

WIF_4: Women in Business

Many women these days have got great ideas which they develop into a business. Many of these business started while mothers are at home raising their families. But before starting a business, there are many important things to consider. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant

WIF_5: Investing

Women tend to take less risks than men when it comes to investing. Generally, they are also more willing to take advice and be educated with their investing. This episode discusses the various principles of investing. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant

WIF_6: Estate Planning

Estate Planning plays an important part in financial planning for both men and women, but this applies most especially for women. This episode discusses the significance of estate planning for women and various required documentation that needs completing and reviewing. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant

WIF_7: Debt Management

The importance of debt management will be discussed in this episode, including the two main types of debt in Australia and the need to seek advice before borrowing in regards to structure and whose name the debt is assigned to. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant

WIF_8 : Quick Twenty Minute Financial Plan

A wrap up of everything from the previous episodes in a quick 20-minute financial plan. This quick 20-minute financial plan summarises everything women need to consider and also some quick tips in each area to help get started. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant

BDS 1: Introduction and Alignment

Overview of the Business Development Program with a focus on effective planning and review process that includes life goals, role in the business and the ultimate vision for the business. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

BDS 2: Life Planning

A look at how life planning affects business people and the values that should be integrated into progressive business planning. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

BDS 3: Role of the Business Owner

A reflection for business owners to examine their role and review what could or should be done to improve the business. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

BDS 4: Business Basics

Strategies for efficiently maintaining accuracy in the business for compliance and for consistency to move the business further. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

BDS 5: Business Growth, Profit and Value

The fundamental drivers of growing the value of the business along with a SWOT analysis to get a clear picture of where it is currently at. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

BDS 6: Risk Management

Proactive steps to protect the value of your business through Risk Management. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

BDS 7: Business Structures

Important considerations to make in choosing the right structure for your business. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

BDS 8: Succession Planning

Whether close to retirement or not, your business should always be ready for any unforeseen events. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

BDS 9: Superannuation

How Superannuation fits into a business structure. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

BDS 10: Key Indicators of an Underperforming Business

A business health check covering topics that will highlight areas that are going well and also show areas that need attention or improvement. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

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 : 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 : 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 : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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