It has been a requirement for a SMSF to prepare financial statements with fund assets to their market value in accordance with SIS Regulation 8.02B since 1 July 2012. Prior to this regulation taking effect, unless the fund was paying a pension or held in-house assets, trustees could provide a valuation for fund assets every…
In our next instalment of the ‘Meet the Speaker’ sessions, Aaron Dunn is joined by Nick Sinclair, Founder and Chief Marketing Office (CMO) at TOA Global to discuss details of his upcoming session ‘Building a team for a modern SMSF practice’ at the SMSF Virtual Day 2020 on Thursday, 12 November 2020. Nick is an…
SMSF members certainly haven’t been immune to the impacts of COVID-19, with recent ATO statistics (August 2020) suggesting approximately 35,000 applications by members for the early release of super have been processed across nearly 19,000 funds, totalling nearly $341 million. Interestingly, within the first tranche, the ATO said that around 22,000 approved applications were made…
In conjunction with SMSF Adviser, CEO of Smarter SMSF – Aaron Dunn co-hosts the new fortnightly SMSF Adviser Show with editor, Miranda Brownlee to take a look at what is making news and driving discussion across the SMSF sector. Episode #1 – Auditor Independence In this episode, Aaron and Miranda are joined by ATO…
We are lucky to have such an amazing line up of expert speakers for this year’s SMSF Virtual Day 2020 event, hosted by Smarter SMSF on Thursday, 12 November 2020. In the next of our ‘meet the speaker’ sessions, Aaron Dunn is joined by Rebecca Oakes, Technical Manager at Act2 Solutions to discuss details of…
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