“SMSF advisers will be able to use a new assessment tool developed by Smarter SMSF to benchmark the areas in which they may need to improve if they plan on growing or specialising in this area of advice.” Smarter SMSF chief executive Aaron Dunn said using eight metrics, including the number of SMSFs covered by…
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With an election just around the corner, this year’s federal budget is expected to be lined with sweeteners. Even before the budget is delivered we have seen the Treasurer announce a boost for those closer to retirement (or in early stages of retirement) to be able to make both concessional and non-contributions into superannuation. From…
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After all the fanfare by the Coalition Government to increase the number of members within a SMSF to six (6) members in response to Labor’s proposed measure to ban franking credit refunds, this item on budget night has died and will not proceed. After introducing Treasury Laws Amendment (2019 Measures No. 1) Bill 2019…
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The federal budget wasn’t expected to be overflowing with changes to superannuation and yet the outcome delivered by the Treasurer, Josh Frydenberg confirmed this to be the case. We had already seen the Government announce a measure from 1 July 2020 to boost the ability for members aged 65 and 66 to be able to…
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What are the opportunities to explore with your SMSF clients in the lead up to 30 June? What issues do you need to be aware of as we approach the end of the financial year? We held one of our most popular SMSF webinars of the year, on Wednesday, 1 May 2019 at 12:00pm AEST.…
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