Blogs & Resources

Valuing Fund Assets Correctly for the SMSF Annual Return

Valuing Fund Assets Correctly for the SMSF Annual Return

by ATO.GOV.AU  Every year you need to value your SMSFs assets and provide supporting evidence to your auditor. A key responsibility self-managed super fund (SMSF) trustees have every income year is valuing your fund's assets at 'market value'. Prior to lodging your...

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The Strategic Benefits of Outsourcing Bookkeeping

The Strategic Benefits of Outsourcing Bookkeeping

Running a small business demands effective time management and a keen focus on growth. Amidst these challenges, bookkeeping often becomes a time-consuming task that many business owners are not trained to do nor enjoy or even have the time to perform. The solution?...

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Superannuation is a system that is intended to benefit us in the future. Unfortunately, we never experience the future; it’s always the present moment. Winning in life is putting all the pieces in place today (to the best of our ability) so that we feel positive...

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$3 Mill Supertax Legislation – Division 296 Tax

$3 Mill Supertax Legislation – Division 296 Tax

The Government has completed draft legislation so that consultation can begin on doubling the tax on Superannuation earnings over $3 Mill. We can now refer to it as Division 296 Tax. The draft bill will tax earnings on balances over $3 Mill (regardless of pension or...

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SMSF Reviews – The Multipliers

SMSF Reviews – The Multipliers

If you are worried that your SMSF is not reaching its potential, or you simply don’t know what your SMSF’s potential could be, then it is time you made an appointment with your financial adviser (or Supervision if you don’t have one) to talk about “The Multipliers.”...

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Investments Bonds

Investments Bonds

Investment bonds explained Investment bonds can be a handy investment option when it comes to building and managing your wealth, offering some pretty unique benefits from a tax, asset protection and estate planning perspective. Unfortunately, investment bonds aren’t...

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