News / Thursday, April 14th, 2022

All the SMSF Reporting Requirements You Need to Know

The list of SMSF reporting requirements from the Australian Taxation Office (ATO) is short. It covers  The SMSF annual return, […]

Mark Phillips

News / Thursday, April 14th, 2022

SMSF Software Comparison – The Pros & Cons Of Each

This SMSF software comparison is not about comparing the features of software packages and online providers.  Instead, it compares the […]

Mark Phillips

News / Monday, March 21st, 2022

A million dollar mistake

A real life example where circumstances have resulted in very threatening situation involving non-concessional contributions

Alex Polorotoff

smsf tax return instructions
News / Wednesday, February 23rd, 2022

SMSF Tax Return Instructions – Can You Do It Yourself?

Can you follow the ATO’s SMSF tax return instructions and submit your own SMSF annual return?  The answer depends on […]

Mark Phillips

smsf esa providers
News / Wednesday, February 23rd, 2022

What is an SMSF ESA Provider?

SMSF ESA providers provide SMSFs with an electronic service address (ESA) to allow them to use the SuperStream electronic transfer […]

Mark Phillips

smsf audit requirements
News / Tuesday, February 15th, 2022

SMSF Audit Requirements – The Essential Guide

It sounds pretty straightforward.  Every SMSF must have an annual SMSF audit to check the validity and accuracy of its […]

Mark Phillips

rollover super to smsf
News / Monday, February 14th, 2022

The Six Things to Know When You Rollover Your Super to an SMSF

A rollover is a transfer of super savings from one fund to another.  Your existing super will be either Funds […]

Mark Phillips