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accsource – Harnessing Global Talent for SMSF Success: Beyond Local Borders
Sponsored Content provided by accsource | Proud partner of the SMSF Association In the quest for improvements in efficiency, expertise, and cost-effectiveness of Self-Managed Super Funds (SMSFs), one solution stands
Technical Newsletter: Edition 3
Edition 3 September – December 2023 Compiled by the SMSF Association’s technical team, this Technical Newsletter provides a snapshot of key SMSF legislative and technical developments which have occurred since
Letter to Members | Quality of Advice Review
Dear member, As you are no doubt aware, the Assistant Treasurer and Minister for Financial Services, Stephen Jones, has delivered the Federal Government’s final response to the Quality of Advice
ATO Update: Collaboration progress – Enhancing the SMSF Client-to-Agent linking process
We are delighted to share an update on our collaborative efforts with the ATO aimed at refining the client-to-agent online linking process for SMSFs. In a proactive measure to fortify
S&P Dow Jones Indices – Is Active Management Active Enough?
Webinar Content provided by S&P Dow Jones Indices | Proud partner of the SMSF Association Arguably the single biggest trend influencing investment portfolios in recent years and beyond is the
accountantsGPS – Leveraging Digital Advice To Fill The Gap Left By The QAR
Sponsored Content provided by accountantsGPS | Proud partner of the SMSF Association Accountants are frequently asked, “Why do you need to produce a costly advice document to respond to a
ATO Update: SMSFs to navigate enhanced online security measures
As part of the ATO’s commitment to safeguarding taxpayer’s information from fraudulent activity and identity theft, an added layer of verification will be introduced to ensure that only authorised tax
Be on the lookout for Division 293 tax notices
When determining an individual’s liability to Division 293 tax, the ATO uses information obtained from the individual’s personal income tax return, as well as information reported to the ATO by
Disposing of in-house assets when the 5% limit is exceeded
Following the publication of a recent media article, we have received numerous member enquiries in relation to the proper treatment of in-house assets. Specifically, what must occur when a fund
$3 million cap advocacy update – Join our Roundtable Sessions
Last week, Association Chair, Scott Hay-Bartlem, and I travelled to Canberra to meet with politicians and Treasury officials. The topic of discussion was the proposed new tax on super balances
accountantsGPS – How AI delivers a game-changing strategic analysis of an SMSF in under 5 minutes
Sponsored Content provided by accountantsGPS | Proud partner of the SMSF Association New subscription platform allows accountants to provide exceptional value to SMSF clients at minimal effort and cost. Savvy
Future2 Foundation – Wheel Classic and Hiking Challenge
Content provided by Future2 | Proud partner of the SMSF Association Last chance to register for Future2’s Wheel Classic and Hiking Challenge, held from 16-19 November in Adelaide! For cycling