Shows
SMSF News and Strategies Podcast ShowSMSF NS125: SMSF Property ComplianceIn this latest episode, we discussed SMSF Property Compliance. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2025-02-0523 minSMSF News and Strategies Podcast ShowSMSF NS123 – SMSF compliance check for your fundIn this latest episode, we discussed the SMSF compliance check for your fund. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2024-10-3123 minSMSF News and Strategies Podcast ShowSMSF NS122 – Current SMSF audit issues.In this latest episode, we discussed the current SMSF audit issues. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2024-10-0216 minSMSF News and Strategies Podcast ShowSMSF NS119: A year end checklist for SMSF trusteesIn this latest episode, we discuss the year-end checklist for SMSF trustees. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2024-06-2116 minSMSF News and Strategies Podcast ShowSMSF NS117: Year end SMSF planning strategiesIn this latest episode, we discuss Year end SMSF planning strategies. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2024-04-2917 minSMSF News and Strategies Podcast ShowSMSF NS116 : The ATO focus on illegal early access of super, as well as SMSF documentation and disputesIn this episode, we discussed the ATO focus on illegal early access of super, as well as SMSF documentation and disputes. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2024-04-0319 minSMSF News and Strategies Podcast ShowSMSF NS115 : The contribution cap indexation, the new $3m tax, and how SMSF’s are helping women close the super gapIn this episode, we discussed the contribution cap indexation, the new $3m tax, and how SMSF’s are helping women close the super gap. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2024-02-2916 minSMSF News and Strategies Podcast ShowSMSF NS111: The items to look at for a quick review of your SMSFIn this episode, we discussed the items to look at for a quick review of your SMSF. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2023-08-2917 min
SMSF MateWant to Hold Gold in an SMSF? Listen to this Q&A.In uncertain times, many investors are looking for alternative ways to secure their wealth, and one avenue that has gained popularity is owning gold in a self-managed superannuation fund (SMSF). With the value of traditional assets fluctuating, gold is considered by many to be a safe haven asset. If you're considering diversifying your SMSF portfolio and adding gold bullion to it, have a listen to this week's SMSF Mate Podcast with Rob Joseph from My SMSF Property.
There are two primary options for owning gold in an SMSF: physical bullion or an exchange-traded fund (ETF). Physical...2023-07-1721 minSMSF News and Strategies Podcast ShowSMSF NS109: Year End SMSF PlanningIn this episode, we discussed year end SMSF planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2023-05-3016 minSMSF News and Strategies Podcast ShowSMSF NS107: New $3m super tax and SMSF documentationIn this episode, we discussed the new $3m super tax and SMSF documentation. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2023-03-2314 minSMSF MateShould you pay for a financial advisor in an SMSF?Should you pay for a financial advisor within an SMSF? This week on the SMSF Mate podcast, we follow up on the important question of understanding the pros and cons of engaging a financial advisor or wealth manager to assist with your self-managed super fund.
Read more: https://www.smsfmate.com.au/financial-advisor/
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SMSF Mate was created by four mates sick of the BS surrounding superannuation.
We simply wanted honest advice and better returns, so we learnt how to do it ourselves.
SMSF Mate...2023-02-0635 minSMSF News and Strategies Podcast ShowSMSF NS105: The latest SMSF news updatesIn this episode, we discussed the latest SMSF news. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2022-12-2212 minSMSF MatePros and Cons of Having a Self-Managed Super Fund (SMSF) in 2023Much like a regular superannuation fund, an SMSF is an excellent way for you to save for your retirement.
The key difference of an SMSF is that the members of the fund have much more flexibility with how they manage the investments in the fund.
Running an SMSF includes things like managing the investments, preparation of financial statements, compliance with the fund and completing the annual audit requirements.
Let’s talk about the pros and cons of having an SMSF with Gareth, Ashwin and Tim as they talk about their personal experiences when running...2022-12-1518 minSMSF News and Strategies Podcast ShowSMSF NS104: SMSF Estate PlanningIn this episode, we discussed about SMSF estate planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2022-11-2424 minSMSF MateHow do I Purchase Investment Properties in my SMSF?This week on the podcast, the SMSF Mate team are having a discussion with one of the resident 'Mates' Ashwin, the accountant, about how he purchased a commercial property in his SMSF.
Covering the good, the bad and the ugly and everything in between, Ashwin shares his personal experiences about owning a commercial office premise in his SMSF which he leases back to his own accounting business.
Read the full article on the SMSF Mate website here: https://www.smsfmate.com.au/smsf-property-investment/2022-11-1917 minSMSF MateSMSF Property Investment Q&A and Complete GuideFollow up from last week's episode, the SMSF Mate team have a general Q&A session with the resident accountant Ashwin about everything property investment within an SMSF.
Gareth, David and Tim chat to Ashwin from Eventum Accounting about all the do's and don't when it comes to investing in property from an SMSF. Let us know your thoughts in the comments section, and be sure to subscribe to SMSF Mate so you don't miss any of our future episodes.
Read the full article on the SMSF Mate website here: https://www.smsfmate.com.au/s...2022-08-2523 minSMSF MateHow does self-managed super fund property investment work? SMSF property investment examplesThis week on the podcast, the SMSF Mate team are talking to Arjun Paliwal from InvestorKit about everything you need to know when it comes to property investment within an SMSF. Everything from what is driving the property market, interest rates, inflation and property hot spots.
Gareth, Sonny, David and Tim discuss with Arjun the way InvestorKit approaches the property investment market. Let us know your thoughts in the comments section, and be sure to subscribe to SMSF Mate so you don't miss any of our future episodes.
Read the full article on the SMSF M...2022-08-1839 minSMSF MateCan I Buy Crypto in my SMSF?Buying crypto in an SMSF can be daunting, and many SMSF trustees are probably wondering how they can go about it safely and within the bounds of superannuation laws and legislation. There are many ways to gain exposure to digital assets within an SMSF, whether it be holding the asset directly in your own crypto wallet or investing in a crypto fund or listed asset.
In this episode of SMSF Mate's podcast, Tim Johnston from Apollo Capital joins the SMSF Mate team, Gareth, Ashwin, and Sonny, to discuss all the considerations one should make before investing in c...2022-07-1833 min
SMSF MateSMSF Guide with Canstar: How to Evaluate Whether an SMSF is Right for YouSelf-managed super funds are becoming an increasingly popular way to manage retirement savings because of the many benefits they offer, including more control over investment decisions and tax savings. However, SMSFs are not suitable for everyone. Before jumping into an SMSF, it is essential to consider a range of factors and compare them to a traditional or APRA regulated super fund.
In this episode of SMSF Mate's podcast, Steve Mickenbecker from Canstar joins the SMSF Mate team, Gareth, Ashwin and Tim, to discuss all the considerations one should make before considering an SMSF.
You can read...2022-05-2733 minSMSF MateSMSF Insurance Options: What’s Best For Your Situation?Paying for insurance inside your SMSF or super fund could mean the expense is tax-deductible, which may not be possible when paying for insurance outside of super. This tax concession is available to any super fund but the ability to deduct the expense is only available to the fund itself. Most conventional super funds (non-SMSF) will offer some form of insurance by default. Whether it be life, income protection or TPD (total and permanent disability) insurance, it’s certainly something worth thinking about before switching to an SMSF.
In this episode of SMSF Mate's podcast, Gareth, Ashwin an...2022-04-2819 minSMSF MateSMSF online audits: what are they and what do they cost?SMSFs must be audited each year by an independent auditor of the accountant and administrator who is preparing the financial statements. Online SMSF audits refer to the process that involves submitting details with the SMSF audit provider via an online portal instead of conventional processes. Online SMSF audits can be more cost-effective and typically would attract a lower fee.
In this episode of SMSF Mate's podcast, Ashwin and Sonny discuss SMSF audits and online SMSF audits, fees and their personal experience with these services in the past.
You can read more on the SMSF Mate w...2022-04-1909 minSMSF MateSelf-managed super fund accountant: what are the SMSF accounting fees & services?Is there a difference between an SMSF accountant and a regular accountant? How much does it cost to set up an SMSF in 2022? If you are looking for the answers to these questions, we have the SMSF Mate Podcast episode for you. We cover off important things to consider when setting up an SMSF, what you could reasonably expect to pay for the setup and ongoing compliance, and how to find an accountant to help you with the administration of the fund.
In this episode of SMSF Mate's podcast, Ashwin and Sonny discuss SMSF...2022-04-0727 minSMSF MateWhat are SMSF trust deed templates and declaration templates and where can you get them?What exactly are SMSF trust deed templates and declaration templates, and where can you find them? These are the questions that are discussed on this SMSF Mate podcast. There are a number of online providers which offer trust deed templates online, but they could be more trouble than they are worth.
In this episode of SMSF Mate's podcast, Ashwin, Sonny, and Tim discuss the key risks and considerations of using an SMSF trust deed template and the pros and cons of each option.
You can read it on the S...2022-04-0624 minSMSF MateWho is the best broker for SMSF investing and trading?What are the main considerations when looking for a broker for SMSF investing and trading – minimum balances, fees, commissions and trading platform tech? Competition has never been higher and fees or costs to trade are in a race to the bottom giving SMSF investors a number of options to choose from.
In this episode, the SMSF Mate team talk about the main things to consider when shopping for a broker for your SMSF investing and trading. Gareth, Ashwin and Tim talk about their experience with online brokers and the experiences they have had in the past.
Yo...2022-02-0111 minSMSF MateWhat's the go with capital gains tax (CGT) and SMSF investments?Capital gains tax (CGT) on earnings within your self-managed super fund has a number of benefits when compared to CGT outside of super, but there are a number of important factors to consider. For example, self-managed super funds generally have a flat 15% tax rate and complying super funds are entitled to a CGT discount if the asset had been owned for at least one year.
In this episode, the SMSF Mate team talk about capital gains tax within the SMSF environment and a number of considerations when operating in this investment space. If you...2022-01-2917 minSMSF MateHow do I start investing in my SMSF?One of the main benefits of having an SMSF compared to a traditional super fund is the range of investments available for you to choose from within the SMSF and the flexibility that goes with it.
In this episode, Gareth and Ashwin discuss important considerations when beginning to make investments in your SMSF. You can read more on the SMSF website here: https://www.smsfmate.com.au/how-to-invest-in-your-self-managed-super-fund/2021-12-3012 minSMSF News and Strategies Podcast ShowSMSF NS096 : The latest SMSF updates and the biggest myths with superannuation and your deathIn this episode, we discuss the latest SMSF updates and the biggest myths with superannuation and your death. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2021-12-1615 minSMSF News and Strategies Podcast ShowSMSF NS095: Issues with crypto and changes to downsizer and non-concessional contributionsIn this episode, we discuss the latest SMSF updates, issues with crypto and changes to downsizer and non-concessional contributions. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2021-11-2516 minSMSF News and Strategies Podcast ShowSMSF NS094: The latest SMSF updatesIn our latest episode, we discuss the latest SMSF updates, as well as the new director identification number requirements. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2021-10-2818 minSMSF News and Strategies Podcast ShowSMSF NS83: The latest SMSF News and the 2020 Federal BudgetIn our latest episode, we discuss The latest SMSF News and the 2020 Federal Budget. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2020-10-2111 minSMSF News and Strategies Podcast ShowSMSF NS82: The latest SMSF newsIn our latest episode, we discuss the latest SMSF news. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2020-09-0712 minSMSF News and Strategies Podcast ShowSMSF NS81: The latest SMSF news and the new financial yearIn our latest episode, we discuss the latest SMSF news and the new financial year. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2020-07-2913 minSMSF News and Strategies Podcast ShowSMSF NS80: SMSF and Super updates and final year-end planning considerationsIn our latest episode, we discuss SMSF and Super updates and final year-end planning considerations. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2020-06-1911 minSMSF News and Strategies Podcast ShowSMSF NS 079: Financial year-end planningIn our latest episode, we discuss financial year end planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2020-05-2112 minSMSF News and Strategies Podcast ShowSMSF NS078: The latest on the Corona Virus measures and what SMSF trustees should be looking atIn our latest episode, we discuss the latest on the Corona Virus measures and what SMSF trustees should be looking at. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2020-04-2110 minSMSF News and Strategies Podcast ShowSMSF NS077: Corona Virus and the government support measuresIn our latest episode, we discuss the Corona Virus and the government support measures. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2020-03-2712 minSMSF News and Strategies Podcast ShowSMSF NS076: The latest SMSF news to start 2020In our latest episode, we discuss the latest SMSF news to start 2020. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2020-03-0317 minSMSF News and Strategies Podcast ShowSMSF NS075: The Year in ReviewIn our latest episode, we discussed the year in review. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2019-12-1614 minSMSF News and Strategies Podcast ShowSMSF NS074: Downsizer contributionsIn our latest episode, we discussed downsizer contributions. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2019-11-1913 minSMSF News and Strategies Podcast ShowSMSF NS073: Property investing in an SMSFIn our latest episode, we discussed about Property investing in an SMSF. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2019-10-2416 minSMSF News and Strategies Podcast ShowSMSF NS072: The latest SMSF NewsIn our latest episode, we discussed about the latest SMSF news. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2019-09-3014 minSMSF News and Strategies Podcast ShowSMSF NS071: The latest ATO news as well as tax strategies for your SMSFIn this latest episode, we discussed the latest ATO news as well as tax strategies for your SMSF. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2019-08-2911 minSMSF News and Strategies Podcast ShowSMSF NS070: Year End DocumentationIn our latest episode, we discussed Year-end documentation. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2019-07-3013 minSMSF News and Strategies Podcast ShowSMSF NS069: Strategies to consider for your SMSFIn our latest episode, we discuss strategies to consider for your SMSF. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2019-06-2017 minSMSF News and Strategies Podcast ShowSMSF NS068: Year End Planning for your fundIn our latest episode, we discuss regarding Year End Planning for your fund. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2019-05-2316 minSMSF News and Strategies Podcast ShowSMSF NS067: 2019 Federal BudgetIn our latest episode, we discuss the 2019 Federal Budget. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2019-04-1114 minSMSF News and Strategies Podcast ShowSMSF NS066: Strategies to consider to counteract labours Franking Credit PolicyIn our latest episode, we discuss strategies to consider to counteract labours Franking Credit Policy. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2019-03-2818 minSMSF News and Strategies Podcast ShowSMSF NS065: All that is going on in the first half of 2019, plus the Banking Royal CommissionBelated Happy New Year everyone! In our latest episode, we discuss all that is going on in the first half of 2019, plus the Banking Royal Commission. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2019-02-1413 minSMSF News and Strategies Podcast ShowSMSF NS064: Review of 2018, go a quick year-end checklist and look ahead to 2019In our latest episode, we discuss a general update and a year-end review for 2018 and a look ahead to 2019. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2018-12-1415 minSMSF News and Strategies Podcast ShowSMSF NS063: The Latest SMSF News Including the 3 Year Audit Cycle, SMSF Lending and Extension for SuperstreamIn our latest episode, we discuss the latest SMSF news including the 3-year audit cycle, SMSF lending and the extension for superstream. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2018-09-2115 minSMSF News and Strategies Podcast ShowSMSF NS062: SMSF and Family Law Issues on Relationship BreakdownIn our latest episode, we discuss SMSF and family law issues on relationship breakdown. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2018-08-2825 minSMSF News and Strategies Podcast ShowSMSF NS061: Your Year End Checklist for your SMSF Accounts Prep and AuditIn our latest episode, a year-end checklist for your SMSF accounts prep and audit. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2018-08-2415 minSMSF News and Strategies Podcast ShowSMSF NS060: Year End Planning for your SMSFIn our latest episode, we discuss the Year End Planning for your SMSF. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2018-06-0816 minSMSF News and Strategies Podcast ShowSMSF NS059: The 2018 Federal BudgetIn our latest episode, we discuss the 2018 Federal budget. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2018-05-1813 minSMSF News and Strategies Podcast ShowSMSF NS058: Top Compliance Mistakes made by SMSF TrusteesIn our latest episode, we discuss the top compliance mistakes made by SMSF trustees. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2018-04-1220 minSMSF News and Strategies Podcast ShowSMSF NS057: The Key Takeaways from the 2018 SMSF Association ConferenceIn our latest episode, we discuss the key takeaways from the 2018 SMSF association conference. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2018-03-1922 minSMSF News and Strategies Podcast ShowSMSF NS056: All the Latest SMSF News for the Start of 2018In our latest episode, we discuss all the latest SMSF news for the start of 2018. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2018-02-1220 minSMSF News and Strategies Podcast ShowSMSF NS055: SMSF News and also an End of Year SMSF ChecklistIn our latest episode, we discuss the latest SMSF news and also news and also an end of year SMSF checklist. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2017-12-2017 minSMSF News and Strategies Podcast ShowSMSF NS054 : SMSF News and also discuss some of the latest issues with lending within an SMSFIn our latest episode, we discuss the latest SMSF news and also discuss some of the latest issues with lending within an SMSF. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2017-11-2718 minSMSF News and Strategies Podcast ShowSMSF NS053 : SMSF Estate Planning in Light of the New Super RulesIn our latest episode, we discuss the latest SMSF news as well as the need for members to review their estate planning in light of the new super rules. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2017-10-2418 minSMSF News and Strategies Podcast ShowSMSF NS052 : The Latest SMSF News as well as the Benefits and Strategies for Members of a Couple to Equalise their Account Balances Under the New Super RulesIn our latest episode, we discuss the latest SMSF news as well as the benefits and strategies for members of a couple to equalise their account balances under the new super rules. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2017-09-1916 minSMSF News and Strategies Podcast ShowSMSF NS051 : The Latest SMSF News as well as Tax Saving Pension Strategies Under the New Super RulesIn our latest episode, we discuss the latest SMSF news as well as tax saving pension strategies under the new super rules. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2017-08-2315 minSMSF News and Strategies Podcast ShowSMSF NS050 : Welcome to 2018 Financial YearIn our latest episode, we discuss welcome to 2018 financial year. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2017-07-2018 minSMSF News and Strategies Podcast ShowSMSF NS049 : The Top ten Reasons to have a Sole Purpose Corporate Trustee for your FundIn our latest episode, we discuss the top 10 reasons to have a sole purpose corporate trustee for your fund. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2017-06-1419 minSMSF News and Strategies Podcast ShowSMSF NS048: Part two of our End of Financial Year Planning SMSF’s and a Quick 2017 Federal BudgetIn our latest episode, we bring you part two of our end of financial year planning SMSF’s and a quick 2017 federal budget. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2017-05-2420 minSMSF News and Strategies Podcast ShowSMSF NS047: Part One of our End of Financial Year Planning Checklists for SMSF’sIn our latest episode we bring you part one of our end of financial year planning checklists for SMSF’s. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2017-04-2520 minSMSF News and Strategies Podcast ShowSMSF NS046: The ATO’s Top Compliance Issues, Plus Decisions SMSF Trustees Need To Make Relating To The Super ChangesAn update on the ATO’s top compliance issues, plus decisions SMSF trustees need to make relating to the super changes. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2017-03-2324 minSMSF News and Strategies Podcast ShowSMSF NS045: Some Aged Based Issues to Consider, a Review of Fund Estate PlanningAn update on some aged based issues to consider, a review of fund estate planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2017-02-2221 minSMSF News and Strategies Podcast ShowSMSF NS044: A Year End Review for your SMSFAn update on a year end review for your SMSF and the key areas to look at. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2016-12-1519 minSMSF News and Strategies Podcast ShowSMSF NS043: The Strategies to Consider and Issues to Review in Relation to the Super changesAn update on the strategies to consider and issues to review in relation to the super changes. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2016-11-2423 minSMSF News and Strategies Podcast ShowSMSF NS042: Strategy Issue Announced by the GovernmentAn update on Strategy Issue Announced by the Government. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2016-10-1813 minSMSF News and Strategies Podcast ShowSMSF NS041: The Latest Update on the Superannuation Changes Announced by the GovernmentAn update on the latest update on the superannuation changes announced by the Government. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2016-09-2019 minSMSF News and Strategies Podcast ShowSMSF NS040: Your SMSF documentation and what it really says, death benefit issues, small business contribution strategies and have a look at whether a TTR is still worthwhileAn update on your SMSF documentation and what it really says, death benefit issues, small business contribution strategies and have a look at whether a TTR is still worthwhile. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2016-08-1630 minSMSF News and Strategies Podcast ShowSMSF NS039: ATO audit target for 2016, a post election budget discussion and year end paperworkAn update on ATO audit target for 2016, a post election budget discussion and year end paperwork. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2016-07-1917 minSMSF News and Strategies Podcast ShowSMSF NS038: Year End Planning for your SMSFAn update on Year End Planning for your SMSF. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2016-06-1422 minSMSF News and Strategies Podcast ShowSMSF NS037: The 2016 Federal Budget and Changes to SuperAn update on the 2016 Federal Budget and the Changes to Super. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2016-05-1235 minSMSF News and Strategies Podcast ShowSMSF NS036: Superannuation Thresholds and Pre-Budget WhispersThis episode discusses the changes to superannuation thresholds and some strategies around them, as well as some pre-budget whispers. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2016-04-1513 minSMSF News and Strategies Podcast ShowSMSF NS035: ATO Focusing on SMSF Common IssuesIn our latest episode we discuss updates we hear from the ATO regarding common issues they are seeing with SMSF’s and area’s that the ATO is focusing on. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2016-03-1821 minSMSF News and Strategies Podcast ShowSMSF NS 034: Latest ATO statistics and current SMSF compliance issuesAn update on the latest ATO statistics as well as a look at the current SMSF compliance issues. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2016-02-1621 minSMSF News and Strategies Podcast ShowSMSF NS 033: Year End ReviewIn our latest episode we discuss a year end review including compliance issues, strategies and Estate Planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2015-12-1114 minSMSF News and Strategies Podcast ShowSMSF NS 032: Government’s Response to Financial System EnquiryIn our latest episode we discuss the government’s response to the financial system enquiry and the top 5 hot audit issues for this year. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2015-11-1317 minSMSF News and Strategies Podcast ShowSMSF NS 031: Current Issues with SMSF’s BorrowingUpdates on some of the current issues with SMSF’s borrowing, and the 30 June 2016 deadline for funds with collectables. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2015-10-1920 minSMSF News and Strategies Podcast ShowSMSF NS 030_SMSF Estate Planning Gone WrongAn update on how SMSF Estate Planning can go wrong and a look at actual court cases. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2015-09-1816 minSMSF News and Strategies Podcast ShowSMSF NS 029: ATO Activity Around SMSFsSome of the recent ATO activities around SMSFs and some tips to keep you out of trouble with your Fund. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2015-08-2617 min
SMSF Strategy Series: Superannuation | Fund Structure | Estate Planning | Gearing | Family Super Fund | Tax PlanningSMSF SS _8: SMSF Health CheckWrapping up the series, Chris goes through a health check for your SMSF as a good way to get started with taking your Fund to the next level, and why a general review of your Fund is your first step. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2015-08-2508 minSMSF Strategy Series: Superannuation | Fund Structure | Estate Planning | Gearing | Family Super Fund | Tax PlanningSMSF SS _7: What happens to your SMSF when you dieThe death or loss of capacity of a member can be a disaster for an SMSF. Chris is joined by Business Concept Group’s Sarah Power as they cover the often neglected area of estate planning and loss of capacity planning within SMSF’s. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial […]2015-08-2513 minSMSF Strategy Series: Superannuation | Fund Structure | Estate Planning | Gearing | Family Super Fund | Tax PlanningSMSF SS_6: SMSF Tax PlanningChris shares 5 key tax strategies every SMSF Fund trustee should consider. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2015-08-2518 minSMSF Strategy Series: Superannuation | Fund Structure | Estate Planning | Gearing | Family Super Fund | Tax PlanningSMSF SS_5: The Family Super FundSarah Power of Business Concepts Group joins Chris in this episode about bringing the next generation into your SMSF. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2015-08-2518 minSMSF Strategy Series: Superannuation | Fund Structure | Estate Planning | Gearing | Family Super Fund | Tax PlanningSMSF SS _4: Gearing in an SMSFWhy borrow and when is it suitable in an SMSF? What are the different strategies available? Chris is joined by Business Concepts Group’s Sarah Power, and Domenic Suleman as they discuss gearing strategies within SMSF. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2015-08-2535 minSMSF Strategy Series: Superannuation | Fund Structure | Estate Planning | Gearing | Family Super Fund | Tax PlanningSMSF SS _3: Property Investing with SMSF’sDiscusses property investing within Super, covering general rental type properties through to business premises, joint investments as well as property development and farmland. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2015-08-2541 minSMSF Strategy Series: Superannuation | Fund Structure | Estate Planning | Gearing | Family Super Fund | Tax PlanningSMSF SS _2: SMSF StructureHave your Fund up to date and ready to go. Discusses individual vs corporate trustees, the importance of keeping your deed and investment strategy current. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2015-08-2523 minSMSF Strategy Series: Superannuation | Fund Structure | Estate Planning | Gearing | Family Super Fund | Tax PlanningSMSF SS _1: IntroductionThis eight part Podcast series discusses all of the key areas of an SMSF and is aimed to assist SMSF trustees get the most out of their Fund. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2015-08-2505 minSMSF News and Strategies Podcast ShowSMSF NS 028: Welcome to the 2016 Financial YearWelcome to the 2016 Financial Year. Review the SMSF Trustee checklist to collate key information. This episode will also go through a review of SMSF documentation in particular around Estate Planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2015-07-2016 minSMSF News and Strategies Podcast ShowSMSF NS 027: Actions to Take Before the End of the 2015 Financial YearPreparing for the end of the 2015 Financial Year. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2015-06-2019 minSMSF News and Strategies Podcast ShowSMSF NS 026: 2015 Budget Special and Superannuation2015 Budget special noting that for Superannuation, there weren’t many changes. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2015-05-2010 minSMSF News and Strategies Podcast ShowSMSF NS 025: ATO ActivitiesA discussion of recent ATO activities and in particular around the Auditor/ actuary contravention report (ACR). Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2015-04-3016 minSMSF News and Strategies Podcast ShowSMSF NS 024: Audit Issues and Trends Around SMSF GrowthA look at the audit issues around Self-Managed Super Funds, trends in SMSF growth and some of the latest statistics as well as a discussion on the latest in Superannuation. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2015-03-2015 minSMSF News and Strategies Podcast ShowSMSF NS 023: Latest Statistics on SMSFs and Recent ATO ViewsDiscussion covering the latest statistics on SMSFs and the recent ATO views on related party loans. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2015-02-2017 minSMSF News and Strategies Podcast ShowSMSF NS 022: Financial System Inquiry ReportThis first show for 2015 recaps the financial system inquiry report which was recently released and notes key points which can affect SMSFs. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist2015-01-2016 min