The ATO’s guidance on providing temporary rental relief for related party arrangements has been seen as a huge positive for the SMSF industry with the potential for compliance issues arising where financial assistance is going to be provided through a rental reduction or abatement. We know it’s a big issue because our recent blog post…
With the Australian Taxation Office (ATO) having recently published updated guidance on their expectations regarding compliance with SIS Regulation 4.09, we have made a small, but important additional feature for users in preparing an investment strategy report on the Smarter SMSF platform. From this ATO guidance, we have added two additional features now allowing you…
It has become common practice for SMSFs to maintain the currency of the deed due to ongoing changes in the law or outcomes from relevant case law decisions. It is however important to distinguish the different activities with a fund’s deed and how they will be deemed as capital in nature or deductible. Trust deed…
We know that investment strategies have been one of the big topics within the SMSF industry over the past 6 months and will continue to be a significant part of the landscape in 2020. Over the past few months we have been working towards seamlessly integrating the preparation of Smarter SMSF’s investment strategy into Simple…
Simple + Smart Thank you to those who joined us for our latest update webinar on 27 November 2019 regarding the BGL Smarter SMSF document integration Update. In this session, Aaron Dunn was joined by Matt Crofts, Product Manager of Simple Fund 360 to look at: New SMSF ordering Ordering a special purpose trustee company,…