SMSF

Ensure your SMSF’s insurance strategy meets legal standards and protects your members by reviewing your coverage options and compliance obligations.

Each year you need to value your SMSFs assets and provide supporting evidence to your auditor.

The Better Targeted Super Concessions Bill which includes the $3 million super tax, faces further uncertainty as it has not been scheduled for debate in the Senate this month. 

Now is the perfect time to review your SMSF investment strategy before lodging returns! Stay compliant with regulations by ensuring your strategy is up-to-date and reviewed annually.

Recent scrutiny of the $4 trillion super industry reveals governance, accountability and service issues, prompting calls for members to review their super arrangements.

From contributions to reporting, this ATO guide offers essential insights for those running a self managed super fund (SMSF).

As the end of the financial year approaches, it's crucial to ensure your superannuation is in order. Here are the key points you need to be aware of before 30 June.

The ATO's factsheet explains legal super access and warns against illegal access, including signs of promoters.

Given the proximity of the next SG contribution deadline on 28 April 2024, it is important to take action ahead of this date to prevent potential compliance issues.