Канал: Smarter SMSF

Smarter Legal Week - SMSF Powers of Attorney

Smarter Legal Week - SMSF Powers of Attorney

Smarter Legal Week - About Smarter Legal Review

Smarter Legal Week - About Smarter Legal Review

Smarter Legal Week - 7 must haves in your SMSF deed

Smarter Legal Week - 7 must haves in your SMSF deed

Episode 42 - Member Benefit vs Death Benefit

Episode 42 - Member Benefit vs Death Benefit

Smarter SMSF Update - July 2024

Smarter SMSF Update - July 2024

A smarter range of CPD packages

A smarter range of CPD packages

Episode 41 - Understanding interdependency

Episode 41 - Understanding interdependency

Ordering a pension rollback

Ordering a pension rollback

Episode 40 - State of key super legislation at 30 June 2024

Episode 40 - State of key super legislation at 30 June 2024

Episode 39 - Preparing for 1 July 2024

Episode 39 - Preparing for 1 July 2024

Episode 38 - Intricacies of related party transactions

Episode 38 - Intricacies of related party transactions

A smarter fund establishment process

A smarter fund establishment process

A smarter integration with SuperMate

A smarter integration with SuperMate

A smarter integration with Class

A smarter integration with Class

Webinar - A smarter integration with Simple Fund 360

Webinar - A smarter integration with Simple Fund 360

Episode 37 - Starting pensions after 1 June

Episode 37 - Starting pensions after 1 June

Episode 36 - Activities undertaken on SMSF property

Episode 36 - Activities undertaken on SMSF property

Episode 35 - LRBA structuring considerations with property

Episode 35 - LRBA structuring considerations with property

Episode 34 - Considerations in transferring BRP

Episode 34 - Considerations in transferring BRP

Webinar - 7 must haves in your SMSF deed

Webinar - 7 must haves in your SMSF deed

Webinar - 2024 05 - Benefits of a Smarter SMSF document subscription

Webinar - 2024 05 - Benefits of a Smarter SMSF document subscription

Episode 33 - Structuring property within SMSFs

Episode 33 - Structuring property within SMSFs

Episode 32 - Super considerations when approaching age 75

Episode 32 - Super considerations when approaching age 75

Smarter SMSF - April 2024 update

Smarter SMSF - April 2024 update

Episode 31 - Critical SMSF documents to review before 30 June

Episode 31 - Critical SMSF documents to review before 30 June

Episode 30 - Three key areas with SMSF tax planning before 30 June

Episode 30 - Three key areas with SMSF tax planning before 30 June

Part 2 Highlights from the SMSF Association National Conference

Part 2 Highlights from the SMSF Association National Conference

Part 1 Highlights from the SMSF Association National Conference

Part 1 Highlights from the SMSF Association National Conference

Episode 29 - Considerations in winding up a SMSF

Episode 29 - Considerations in winding up a SMSF

Episode 28 - Minimum pension obligations before 30 June

Episode 28 - Minimum pension obligations before 30 June

Webinar - 2024-04 - About Smarter Legal Review

Webinar - 2024-04 - About Smarter Legal Review

Episode 27 - ATO's focus on market valuations

Episode 27 - ATO's focus on market valuations

Wrap up of the SMSF Day 2024 events

Wrap up of the SMSF Day 2024 events

Episode 26 - Use of contribution reserving

Episode 26 - Use of contribution reserving

Part 1 Highlights from the SMSF Association National Conference

Part 1 Highlights from the SMSF Association National Conference

Episode 25 - SMSF considerations with a younger member's death

Episode 25 - SMSF considerations with a younger member's death

Why trusts are not just for the wealthy

Why trusts are not just for the wealthy

Webinar - 5 problems with your SMSF pension documents

Webinar - 5 problems with your SMSF pension documents

Episode 24 - In specie BRP transfers & CGT cap interaction

Episode 24 - In specie BRP transfers & CGT cap interaction

Episode 23 - Optimising the SMSF journey

Episode 23 - Optimising the SMSF journey

The challenges for auditors in 2024

The challenges for auditors in 2024

‘We deserve clarity’: navigating NALE purgatory

‘We deserve clarity’: navigating NALE purgatory

A smarter wrap-up of the SMSF Association National Conference 2024

A smarter wrap-up of the SMSF Association National Conference 2024

Episode 22 - Navigating SMSF contribution strategies

Episode 22 - Navigating SMSF contribution strategies

Episode 21 - Moving a TRIS into the retirement phase

Episode 21 - Moving a TRIS into the retirement phase

What to expect from the year ahead

What to expect from the year ahead

Episode 20 - Q&A from State of SMSFs 2024

Episode 20 - Q&A from State of SMSFs 2024

Smarter SMSF - January 2024 update webinar

Smarter SMSF - January 2024 update webinar

Episode 19 - Impact of stage 3 tax cuts

Episode 19 - Impact of stage 3 tax cuts

Ep 18 - Is the retirement income covenant relevant for SMSFs?

Ep 18 - Is the retirement income covenant relevant for SMSFs?

The top news and events of 2023

The top news and events of 2023

The pathway to increasing adviser numbers

The pathway to increasing adviser numbers

Episode 17 - Is this number going to be indexed?

Episode 17 - Is this number going to be indexed?

Episode 16 - What’s ahead for SMSFs in 2024

Episode 16 - What’s ahead for SMSFs in 2024

Episode 15 - 2023 year in review for SMSFs

Episode 15 - 2023 year in review for SMSFs

Episode 14 - When SMSF members head overseas

Episode 14 - When SMSF members head overseas

Join us for the SMSF day 2024 events

Join us for the SMSF day 2024 events

Webinar - Starter, Smarter, Smartest - SMSF course update

Webinar - Starter, Smarter, Smartest - SMSF course update

Episode 13 - can I change my pension mid-stream?

Episode 13 - can I change my pension mid-stream?

About the SMSF essentials course

About the SMSF essentials course

About the SMSF foundations course

About the SMSF foundations course

Episode 12 - Can I sign my SMSF documents electronically?

Episode 12 - Can I sign my SMSF documents electronically?

Alternatives to the $3m super tax

Alternatives to the $3m super tax

Webinar - Current state of play with SMSF investment strategies

Webinar - Current state of play with SMSF investment strategies

Episode 11 - Benefits of contribution splitting

Episode 11 - Benefits of contribution splitting

Why private credit should form part of your SMSF portfolio

Why private credit should form part of your SMSF portfolio

Episode 10 when contributions can go wrong

Episode 10 when contributions can go wrong

Smarter SMSF upcoming events November 2023

Smarter SMSF upcoming events November 2023

Episode 9 - The opportunities & challenges of downsizer contributions

Episode 9 - The opportunities & challenges of downsizer contributions

Webinar - A smarter range of CPD packages

Webinar - A smarter range of CPD packages

SMSF lending and economic conditions

SMSF lending and economic conditions

Online SMSF Masterclass – Contributions

Online SMSF Masterclass – Contributions

The property possibilities for SMSFs

The property possibilities for SMSFs

Episode 8 - Exclusions for Div. 296

Episode 8 - Exclusions for Div. 296

Webinar - Smarter SMSF Update - October 2023

Webinar - Smarter SMSF Update - October 2023

Episode 7 - The concept of associated earnings for Division 296 tax

Episode 7 - The concept of associated earnings for Division 296 tax

The property possibilities for SMSFs

The property possibilities for SMSFs

Online SMSF Masterclass – Contributions

Online SMSF Masterclass – Contributions

SMSF online masterclass - contributions

SMSF online masterclass - contributions

Episode 6 - Introducing Div 296 tax

Episode 6 - Introducing Div 296 tax

Smarter SMSF - upcoming events October 2023

Smarter SMSF - upcoming events October 2023

Episode 5 - Do I really have a pension?

Episode 5 - Do I really have a pension?

Breaking down the Benchmark Report

Breaking down the Benchmark Report

Webinar - Dealing with trustee changes

Webinar - Dealing with trustee changes

Episode 4 - The importance of procedure

Episode 4 - The importance of procedure

Digital advice and the impact of the QAR

Digital advice and the impact of the QAR

How to order - pension commencement (including with an unknown balance)

How to order - pension commencement (including with an unknown balance)

Episode 3 - NALI & lease arrangements

Episode 3 - NALI & lease arrangements

How to handle longevity risk for retirees

How to handle longevity risk for retirees

Episode 2 - LRBA safe harbour interest rate

Episode 2 - LRBA safe harbour interest rate

Episode 2 LRBA safe harbour interest rate

Episode 2 LRBA safe harbour interest rate

Feeling smarter weekly show (Episode 1) - Objective of Super

Feeling smarter weekly show (Episode 1) - Objective of Super

Feeling smarter weekly show (Episode 1) - Objective of Super

Feeling smarter weekly show (Episode 1) - Objective of Super

Upcoming events - September 2023

Upcoming events - September 2023

The rise of the Millennial SMSF trustee

The rise of the Millennial SMSF trustee

What SMSFs need to know about crypto compliance

What SMSFs need to know about crypto compliance

Webinar - Risks & opportunities of SMSF pensions

Webinar - Risks & opportunities of SMSF pensions

Keeping on top of regulatory changes

Keeping on top of regulatory changes

The shifting technology landscape

The shifting technology landscape

Should SMSF trustees invest in crypto

Should SMSF trustees invest in crypto

SMSF foundations course update - July 2023

SMSF foundations course update - July 2023

How to implement an outsourcing solution

How to implement an outsourcing solution

How will the QAR affect access to advice?

How will the QAR affect access to advice?

Smarter SMSF Update – July 2023

Smarter SMSF Update – July 2023

What does the QAR mean for SMSFs?

What does the QAR mean for SMSFs?

A guide to end of year SMSF tax planning

A guide to end of year SMSF tax planning

Webinar - a smarter range of CPD solutions

Webinar - a smarter range of CPD solutions

Smarter integrations week - A smarter SMSF establishment process

Smarter integrations week - A smarter SMSF establishment process

Responding to the rise in younger SMSF trustees

Responding to the rise in younger SMSF trustees

Budget special NALE changes fall short of industry expectations

Budget special NALE changes fall short of industry expectations

Webinar - Federal Budget impact on SMSFs

Webinar - Federal Budget impact on SMSFs

About the SMSF Day 2023 Online Course

About the SMSF Day 2023 Online Course

The ATO’s latest activities

The ATO’s latest activities

Webinar - 2023 - 04 Smarter SMSF April Update

Webinar - 2023 - 04 Smarter SMSF April Update

A deep dive into the ATO’s SMSF statistics

A deep dive into the ATO’s SMSF statistics

Webinar - 2023 - 03 - A smarter integration with SuperMate

Webinar - 2023 - 03 - A smarter integration with SuperMate

SMSF Day 2023 - Adelaide & Perth - images and videos

SMSF Day 2023 - Adelaide & Perth - images and videos

Webinar - 2023 - 03 - Importance of SMSF pension documents

Webinar - 2023 - 03 - Importance of SMSF pension documents

What’s next for the $3 million threshold

What’s next for the $3 million threshold

SMSF Day 2023 - Melbourne - photos and videos

SMSF Day 2023 - Melbourne - photos and videos

SuperMate Connect Smarter SMSF platform

SuperMate Connect Smarter SMSF platform

SMSF strategy considerations ahead of double TBC indexation

SMSF strategy considerations ahead of double TBC indexation

PART 2 Highlights from the SMSF Association National Conference

PART 2 Highlights from the SMSF Association National Conference

PART 1 Highlights from the SMSF Association National Conference

PART 1 Highlights from the SMSF Association National Conference

The latest analysis on NALI

The latest analysis on NALI

SS COVID 19 page

SS COVID 19 page

2023-02 Dealing with Trustee Changes

2023-02 Dealing with Trustee Changes

SMSF Day 2023 withTim Miller

SMSF Day 2023 withTim Miller

SMSF Day 2023 promo

SMSF Day 2023 promo

2023-02 - Grow your knowledge with the SMSF Foundations Course

2023-02 - Grow your knowledge with the SMSF Foundations Course

Aaron's top 5 SMSF strategies 2023

Aaron's top 5 SMSF strategies 2023

Preparing for and dealing with incapacity for SMSF clients

Preparing for and dealing with incapacity for SMSF clients

What lies ahead for the SMSF industry in 2023

What lies ahead for the SMSF industry in 2023

Smarter SMSF Update - January 2023

Smarter SMSF Update - January 2023

Webinar 2022-11 Smarter learning suite of CPD solutions

Webinar 2022-11 Smarter learning suite of CPD solutions

Webinar 2022-11 Building SMSF investment strategy documents

Webinar 2022-11 Building SMSF investment strategy documents

Webinar 2022-10 Smarter SMSF October 2022 Update

Webinar 2022-10 Smarter SMSF October 2022 Update

Webinar 2022-09 Smarter integration with your Class software

Webinar 2022-09 Smarter integration with your Class software

Webinar 2022-08 About SMSF Day 2022 online course

Webinar 2022-08 About SMSF Day 2022 online course

Webinar 2022-07 Smarter range of CPD packages

Webinar 2022-07 Smarter range of CPD packages

Webinar 2022-01 About the SMSF foundations course

Webinar 2022-01 About the SMSF foundations course

Webinar 2021-12 Leveraging the Class integration

Webinar 2021-12 Leveraging the Class integration

Webinar 2021-12 Leveraging the BGL integration

Webinar 2021-12 Leveraging the BGL integration

SF360 COVID 19 early release lump sum

SF360 COVID 19 early release lump sum

SF360 COVID 19 Rent Relief

SF360 COVID 19 Rent Relief

SF360 COVID 19 above reduced minimum pension

SF360 COVID 19 above reduced minimum pension

SF360 COVID 19 LRBA relief

SF360 COVID 19 LRBA relief

SF360 Fund Selection

SF360 Fund Selection

SF360 Ordering a Death Benefit Nomination

SF360 Ordering a Death Benefit Nomination

SF360 Ordering an investment strategy

SF360 Ordering an investment strategy

SF360 Partial Commutation

SF360 Partial Commutation

SF360 pension commencement

SF360 pension commencement

SF360 TRIS to RP

SF360 TRIS to RP

SF360 Trust Deed Upgrade

SF360 Trust Deed Upgrade

sf360 new smsf

sf360 new smsf

Webinar BGL docs update July 2020

Webinar BGL docs update July 2020

Welcome PAYG Sign up

Welcome PAYG Sign up

Navigating the Smarter BGL platform

Navigating the Smarter BGL platform

2022-06 Hill v Zuda

2022-06 Hill v Zuda

2022-10 Federal Budget impact on SMSFs

2022-10 Federal Budget impact on SMSFs

2021-05 How did SMSFs fare in the Federal Budget

2021-05 How did SMSFs fare in the Federal Budget

2021-08 New Phase of SMSF investment strategies

2021-08 New Phase of SMSF investment strategies

The top issues and developments for SMSF professionals in 2022

The top issues and developments for SMSF professionals in 2022

Supporting the next generation of women in finance

Supporting the next generation of women in finance

CPD Survey 2022

CPD Survey 2022

Tips and emerging issues with cryptocurrency and SMSFs

Tips and emerging issues with cryptocurrency and SMSFs

Webinar - 2022 - 11 - Smarter learning suite of CPD solutions

Webinar - 2022 - 11 - Smarter learning suite of CPD solutions

Webinar - 2022 - 22 - Building SMSF investment strategy documents

Webinar - 2022 - 22 - Building SMSF investment strategy documents

The big issues emerging for SMSF audits

The big issues emerging for SMSF audits

Black Friday Sale SmarterSMSF

Black Friday Sale SmarterSMSF

ELECTION SPECIAL Stephen Jones outlines Labor’s plans for advice

ELECTION SPECIAL Stephen Jones outlines Labor’s plans for advice

The major issues for SMSF professionals in the Quality of Advice Review

The major issues for SMSF professionals in the Quality of Advice Review

A guide to UK pension transfers involving SMSFs

A guide to UK pension transfers involving SMSFs

A practical guide to managing family law super splits

A practical guide to managing family law super splits

Women in Finance Awards spotlight Shannon Smit

Women in Finance Awards spotlight Shannon Smit

Special Episode Why SMSF firms need to prepare for Russian cyber attack reprisals

Special Episode Why SMSF firms need to prepare for Russian cyber attack reprisals

Navigating the latest ECPI changes with SMSF clients

Navigating the latest ECPI changes with SMSF clients

SMSF Association National Conference wrap Part 1

SMSF Association National Conference wrap Part 1

Coming clean with the regulator

Coming clean with the regulator

SMSF Association National Conference wrap Part 2

SMSF Association National Conference wrap Part 2

Understanding related parties and potential compliance snags

Understanding related parties and potential compliance snags

Digitising SMSFs Recent changes and what lies ahead

Digitising SMSFs Recent changes and what lies ahead

Strategies and tips for SMSFs with EOFY tax planning

Strategies and tips for SMSFs with EOFY tax planning

The impact of Hill v Zuda on SMSF documents

The impact of Hill v Zuda on SMSF documents

The latest developments with NALI and NALE

The latest developments with NALI and NALE

Preventing a SuperStream storm at audit time

Preventing a SuperStream storm at audit time

Labor’s first federal budget

Labor’s first federal budget

Highlights and key takeaways from the SMSF Adviser Strategy Day

Highlights and key takeaways from the SMSF Adviser Strategy Day

Making financial services less male stale and pale

Making financial services less male stale and pale

Reactions to the Quality of Advice Review proposals

Reactions to the Quality of Advice Review proposals

BONUS EPISODE Stuart Robert’s outlook on the future of advice Made with Clipchamp

BONUS EPISODE Stuart Robert’s outlook on the future of advice Made with Clipchamp

Webinar - 2022-10 - Federal Budget impact on SMSFs

Webinar - 2022-10 - Federal Budget impact on SMSFs

Webinar - 2022-01 - About the SMSF foundations course

Webinar - 2022-01 - About the SMSF foundations course

Webinar - 2022-02 - Risks in managing SMSF pensions

Webinar - 2022-02 - Risks in managing SMSF pensions

Webinar - 2022-09 - A smarter integration with your BGL software

Webinar - 2022-09 - A smarter integration with your BGL software

1 July changes Exploring the opportunities

1 July changes Exploring the opportunities

The top five SMSF audit issues this year

The top five SMSF audit issues this year

The latest from the regulator on TBAR

The latest from the regulator on TBAR

Webinar - 2022-09 - Understanding the difference in SMSF pension documents

Webinar - 2022-09 - Understanding the difference in SMSF pension documents

Navigating the murky areas of the wholesale investor regime - Tracey Scotchbrook

Navigating the murky areas of the wholesale investor regime - Tracey Scotchbrook