SMSF investment strategies remain an ongoing focus of the annual compliance requirements, with many auditors and the regulator paying much closer attention to trustees adhering with the requirements set out in SIS Regulation 4.09. In this webinar recording, Aaron Dunn – CEO of Smarter SMSF explores the current state of play with SMSF investment…
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The SMSF Adviser Technical Strategy Day events were held In Sydney, Brisbane and Melbourne (including a virtual event) in October. These technical events bring together some of the SMSF industry’s leading technical experts to provide the latest insights and strategies shaping the SMSF sector. For the sixth year in a row, Aaron Dunn acted as…
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The Smarter SMSF update provides a quarterly overview on the work from the team at Smarter SMSF, across both the document and education platforms. This update, recorded in October showcases the latest features, documents and CPD training – all designed to help our members and users to better utilise Smarter SMSF’s products within your…
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With the Government releasing Treasury Laws Amendment (Better Targeted Superannuation Concessions) Bill 2023 for consultation, much of the attention will rightly be given to the calculation of earnings, however, it’s one of the earnings adjustments that has caught my eye and whilst its exclusion is welcome you can’t help but wonder why the Government have…
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The release of an exposure draft by Treasury for consultation has ultimately seen what was expected from within the SMSF industry – that is, the Federal Government wasn’t really interested in listening to many of the concerns about the proposed measures to better target superannuation concessions for individuals with balances above $3.0 million. The concerns…
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