Parliament is about to introduce badly designed law regarding the proposed additional tax on super balances over $3 million and no one seems to care. ow.ly/X4ul50Rx2rR

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine

SMSF practitioners should not confuse software processes with legal requirements when it comes to rolling a pension from one fund to another. ow.ly/kVaY50Rx2pz

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine

Advice regarding the switching of superannuation membership from one fund to another is an area on which ASIC will be focused this year. ow.ly/ALR150Rx2qh

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine

From The Editor: The treatment of SMSF legacy pensions in the proposed Division 296 tax raises more questions than it answers, contributing to the overall complexity of the tax measure. ow.ly/cVV350Rx1vB

Editor: Darin Tyson-Chan

#SMSF #trustees #financialplanning

Local guys turning 2 on x Do you remember when you joined X?
😄 we do! #MyXAnniversary
#australia #albo #smsf

🔥 New video just dropped 🔥

Things to know before setting up your SMSF 💪

The number of SMSFs holding life insurance appears to not have increased significantly since the introduction of a requirement to consider these policies as part of a fund’s investment strategy. ow.ly/mf4s50Rx2oj

#SMSF #financialplanning #superannuation #smsmagazine

NEW VIDEO RELEASE! Death and taxes

Accurium senior SMSF educator Anthony Cullen discusses some of the challenges that practitioners may encounter regarding death benefits.

Anthony will be sharing further insights on this topic at SMSF Professionals Day 2024. Don’t miss out on…

The Crescent Wealth Super Fund will change its name from the middle of the year, with plans to add SMSF lending to its suite of offerings. ow.ly/8l8550RrM2b

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine

Thinking about your retirement plans? See how Supavest simplifies SMSF property investments: hubs.li/Q02wj29J0

#SmartInvesting #FuturePlanning

📣 Latest Selfmanagedsuper newsletter is out now! Get it here 👉 ow.ly/GzLg50RwXA4

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation

'Unlock how to buy commercial property with your #SMSF ” on Thursday 30th May in #Melbourne
If you would like to register your interest in attending our upcoming in-person #seminar , drop me a DM, email. text or call.
#commercialproperty
#SMSF Loans

Properties acquired using an LRBA need not automatically be transferred from a bare trust into an SMSF once the loan has been paid back. ow.ly/VcJI50RrJXA

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine

📣 Latest Selfmanagedsuper newsletter is out now! Get it here 👉 ow.ly/4Pc350RoJsi

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation

'Unlock How To Build Wealth From Commercial Property and #SMSF ' Join us for an exciting event where you'll learn all about building wealth through commercial property using Self-Managed Super Funds (SMSF). #Melbourne Register here:eventbrite.com.au/e/unlock-how-t…

SMSFs receiving contributions from members aged over 75 will likely have to return them and should be aware the timeframes within which to act are very limited. ow.ly/RBx950RrJZu

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine

📣 Latest Selfmanagedsuper newsletter is out now! Get it here 👉 ow.ly/xA8950RoJsx

#SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation

Trustees have two options to minimise the risk of legal challenges regarding conflicts of interest while managing an estate and determining the distribution of death benefits to beneficiaries. ow.ly/ilEh50RrK1u

#SMSF #financialservices #superannuation #smsmagazine

🏡 Explore property investment through your SMSF with Supavest and invest in new house and land builds. Secure your future today: hubs.li/Q02whZz60

#InvestmentOpportunity #Supavest