Whilst many within the SMSF sector have the occasional and often necessary grumble at the pain points experienced when trying to do rollovers via SuperStream , mandatory for an SMSF since 1 October 2021, recent concessions by the ATO highlight that the Regulator is both willing and able to act when approached directly about impractical…
At Smarter SMSF, we know that maintaining your currency of knowledge with SMSFs is the biggest challenge confronting practitioners today. In this webinar, Aaron Dunn & David Davine from Smarter SMSF will share details of the various ways in which practitioners can access accredited CPD hours through a combination of live webinars, webinar recordings,…
It’s fair to say that the roll out of the director ID regime has been far from perfect… and with such a large number of directors having not yet obtained their director IDs, the Government’s late ‘call to action’ is trying to kick people into gear, but arguably should have started much earlier. Some of…
In this webinar, we examined the following: What are the risks in your own SMSF templates The cost-benefit trade-off The role of technology to drive efficiencies How Smarter SMSF is bridging the ‘gap’ to support practitioners
The Australian Taxation Office (ATO) has formally announced that they will be streamlining transfer balance account reporting (TBAR) for self-managed super funds (SMSFs) from 1 July 2023. This follows consultation with the community, industry, and tax professionals on streamlining the lodgement of transfer balance account event-based reporting for all SMSFs. As a result of the…
