In August 2015, over dinner and a few beers with Andy O’Meagher (Act2 Solutions) whilst travelling around Australia for BGL’s product updates (now RegTech), the seed of an idea was planted. We were discussing the SMSF landscape, and amidst the lively conversation, a vision began to form — what if there were an event that…
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It is disappointing that the debate around refundable franking credits has denigrated into class (and age) warfare in regards to who is most ‘entitled’ to the savings expected to be derived through Labor’s proposed policy change should they come into government in May 2019. It was Chris Bowen’s comment that “if you didn’t like our…
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A common question we get asked is how to deal with contributions that have mistakenly resulted in a client exceeding their contribution cap. The changes to the contribution rules from 1 July 2017, both in terms of contribution caps, but also the introduction of a total superannuation balance concept have highlighted the importance of getting…
DetailsIn the August 2017 update, Aaron Dunn shares the latest news and updates from across The SMSF Academy’s Campus platform including new and updated features, additional SMSF documents, upcoming training and more.
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SMSF investment strategies remain an ongoing focus of the regulator to ensure compliance with the requirements set out in SIS Regulation 4.09. This upcoming session, we explored the current state of play, including: the requirements for an SMSF investment strategy within the SIS Regulations and meeting auditor expectations the ATO’s current views in respect…
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