SMSF NS143: Current ATO audit and compliance focus
In this episode, we discussed current ATO audit and compliance focus. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
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SMSF NS142: When to consider winding down your SMSF taking into account tax planning, estate planning, intergenerational wealth transfer and simplifyig your financial affairs.
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
SMSF NS140: Super changes for the 2027 financial year
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
SMSF NS139: End of Financial Year Planning
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
SMSF NS138: The 2026/27 Federal Budget
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
SMSF NS137: The coming changes of payday super and Division 296 Tax
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
SMSF NS136: International women’s day and strategies to close the super gap
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
SMSF NS135: Whats coming up in the new year
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
SMSF NS134: A review of contribtuion strategies, account balance management and strategies for lower income earners.
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
SMSF NS133: The New Division 296 Tax Announcements
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
SMSF NS132:SMSF health check for your fund
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
SMSF NS 131: The latest ATO warnings on SMSF’s
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
SMSF NS: 130 The new financial year – lodgements, valuations and related party transactions
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
SMSF NS: 129 Part 2 of End of year planning for SMSF’s
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
SMSF NS128: End of financial year strategy planning
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
SMSF NS125: SMSF Property Compliance
In this latest episode, we discussed SMSF Property Compliance. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS119: A year end checklist for SMSF trustees
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
SMSF NS118: The 2024 federal budget and the coming new Division 296 tax
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
SMSF NS117: Year end SMSF planning strategies
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
SMSF NS116 : The ATO focus on illegal early access of super, as well as SMSF documentation and disputes
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
SMSF NS115 : The contribution cap indexation, the new $3m tax, and how SMSF’s are helping women close the super gap
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
SMSF NS114 : The new NALE rules, related party LRBA’s and a year end wrap up
In this episode, we discussed The new NALE rules, related party LRBA’s and a year end wrap up. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS113 : Death Benefit Nominations and the taxation of super death benefits
In this episode, we discussed the Death Benefit Nominations and the taxation of super death benefits. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS112: The big myths of super
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
SMSF NS111: The items to look at for a quick review of your SMSF
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
SMSF NS110: The super changes that commenced on 1st July 2023
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
SMSF NS109: Year End SMSF Planning
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
SMSF NS108: The 2023 Federal Budget
In this episode, we discussed the 2023 federal budget. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS107: New $3m super tax and SMSF documentation
In this episode, we discussed the new $3m super tax and SMSF documentation. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS106: International Women’s Day and Some of the financial issues that women face
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
SMSF NS105: The latest SMSF news updates
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
SMSF NS100: Yearend documentation review and sticking to the principals for investment success
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
SMSF NS090: Final Year End Planning
In our latest episode, we discuss final year end planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS068: Year End Planning for your fund
In our latest episode, we discuss regarding Year End Planning for your fund. 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 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 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