SMSF News and Strategies Podcast Show

In this episode, we discussed a checklist for SMSF trustees to finalise the year end accounts as well as the common ATO compliance issues. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS141: A checklist for SMSF trustees to finalise the year end accounts as well as the common ATO compliance issues first appeared on Business Concepts Group.

In this episode, we discussed the 2026/27 federal budget. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS138: The 2026/27 Federal Budget first appeared on Business Concepts Group.

In this episode, we discussed the coming changes of payday super and Division 296 Tax. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS137: The coming changes of payday super and Division 296 Tax first appeared on Business Concepts Group.

In this episode, we discussed International women’s day and strategies to close the super gap. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS136: International women’s day and strategies to close the super gap first appeared on Business Concepts Group.

In this episode, we discussed whats coming up in the new year – latest legislation updates, cap indexation Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS135: Whats coming up in the new year first appeared on Business Concepts Group.

In this episode we discuss a review of contribtuion strategies, account balance management and strategies for lower income earners. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS134: A review of contribtuion strategies, account balance management and strategies for lower income earners. first appeared on Business Concepts Group.

In this episode we discuss the new division 296 tax announcements. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS133: The New Division 296 Tax Announcements first appeared on Business Concepts Group.

In this episode, we discussed an SMSF health check for your fund. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS132:SMSF health check for your fund first appeared on Business Concepts Group.

In this episode, we discussed the latest ATO warnings on SMSF’s. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS 131: The latest ATO warnings on SMSF’s first appeared on Business Concepts Group.

In this episode, we discussed the new financial year – lodgements, valuations and related party transactions. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS: 130 The new financial year – lodgements, valuations and related party transactions first appeared on Business Concepts Group.

In this episode, we continued our discussion on end-of-year planning for SMSFs in Part 2. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS: 129 Part 2 of End of year planning for SMSF’s first appeared on Business Concepts Group.

In this episode, we covered end of financial year strategy planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS128: End of financial year strategy planning first appeared on Business Concepts Group.

In this episode, we covered the 2025 federal budget and shared strategies for your year-end planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS127: The 2025 federal budget and your end of year planning strategies first appeared on Business Concepts Group.

In this latest episode, we discussed transfer balance cap indexation, and loss of capacity. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS126: Transfer balance cap indexation, and loss of capacity first appeared on Business Concepts Group.

In this latest episode, we discussed SMSF Property Compliance. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS125: SMSF Property Compliance first appeared on Business Concepts Group.

In this latest episode, we discussed the latest updates and planning for 2025. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS124: The latest updates and planning for 2025 first appeared on Business Concepts Group.

In 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 Specialist The post SMSF NS123 – SMSF compliance check for your fund first appeared on Business Concepts Group.

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 Specialist The post SMSF NS122 – Current SMSF audit issues. first appeared on Business Concepts Group.

In this latest episode, The question of ‘how much super do I need to retire’. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS121 – The question of ‘how much super do I need to retire’ first appeared on Business Concepts Group.

In this latest episode, the new NALE laws, end of financial year accounts preparation, and strategy adjustments for 2025. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS120 – The new NALE laws, end of financial year accounts preparation, and strategy adjustments for 2025 first appeared on Business Concepts Group.

In 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 Specialist The post SMSF NS119: A year end checklist for SMSF trustees first appeared on Business Concepts Group.

In this latest episode, we discuss the 2024 federal budget and the coming new Division 296 tax Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS118: The 2024 federal budget and the coming new Division 296 tax first appeared on Business Concepts Group.

In 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 Specialist The post SMSF NS117: Year end SMSF planning strategies first appeared on Business Concepts Group.

In 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 Specialist The post SMSF NS116 : The ATO focus on illegal early access of super, as well as SMSF documentation and disputes first appeared on Business Concepts Group.

In 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 Specialist The post SMSF NS115 : The contribution cap indexation, the new $3m tax, and how SMSF’s are helping women close the super gap first appeared on Business Concepts Group.

In this episode, we discussed The new NALE rules, related party LRBA’s and a year end wrap up. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS114 : The new NALE rules, related party LRBA’s and a year end wrap up first appeared on Business Concepts Group.

In this episode, we discussed the Death Benefit Nominations and the taxation of super death benefits. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS113 : Death Benefit Nominations and the taxation of super death benefits first appeared on Business Concepts Group.

In this episode, we discussed the big myths of super. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS112: The big myths of super first appeared on Business Concepts Group.

In 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 Specialist The post SMSF NS111: The items to look at for a quick review of your SMSF first appeared on Business Concepts Group.

In this episode, we discussed the super changes that commenced on 1st July 2023. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS110: The super changes that commenced on 1st July 2023 first appeared on Business Concepts Group.

In this episode, we discussed year end SMSF planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS109: Year End SMSF Planning first appeared on Business Concepts Group.

In this episode, we discussed the 2023 federal budget. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS108: The 2023 Federal Budget first appeared on Business Concepts Group.

In 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 Specialist The post SMSF NS107: New $3m super tax and SMSF documentation first appeared on Business Concepts Group.

In this episode, we discussed International Women’s Day and Some of the financial issues that women face. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS106: International Women’s Day and Some of the financial issues that women face first appeared on Business Concepts Group.

In this episode, we discussed the latest SMSF news. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS105: The latest SMSF news updates first appeared on Business Concepts Group.

In this episode, we discussed about SMSF estate planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS104: SMSF Estate Planning first appeared on Business Concepts Group.

In this episode, we discuss the 2022-23 federal budget. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS103: The Federal Budget first appeared on Business Concepts Group.

In this episode, we discussed re-contribution strategies. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS102: Re-contribution strategies first appeared on Business Concepts Group.

In this latest episode, we discussed the new financial year, new contributions changes and year end reporting requirements. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS101: The New Financial Year, New Contributions changes and Year End reporting requirements first appeared on Business Concepts Group.

In this latest episode, we discussed yearend documentation review and sticking to the principals for investment success. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS100: Yearend documentation review and sticking to the principals for investment success first appeared on Business Concepts Group.

In this episode, we discuss the year end contribution planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS099 : The year end contribution planning first appeared on Business Concepts Group.

In this episode, we discuss the2022 Federal Budget, and employer share. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS098 : The 2022 Federal Budget, and employer share offers first appeared on Business Concepts Group.

In this episode, we discuss the recent changes to legislation. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS097 : Recent changes to legislation first appeared on Business Concepts Group.

In 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 Specialist The post SMSF NS096 : The latest SMSF updates and the biggest myths with superannuation and your death first appeared on Business Concepts Group.

In 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 Specialist The post SMSF NS095: Issues with crypto and changes to downsizer and non-concessional contributions first appeared on Business Concepts Group.

In 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 Specialist The post SMSF NS094: The latest SMSF updates first appeared on Business Concepts Group.

In our latest episode, we discuss contribution strategies with new caps. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS093: Contribution strategies with the new caps first appeared on Business Concepts Group.

In our latest episode, we discuss paperwork and record keeping requirements for the new financial year. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS092: Paperwork and record keeping requirements for the new financial year first appeared on Business Concepts Group.

In our latest episode, we discuss 6 member funds. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS091: 6 Member Funds first appeared on Business Concepts Group.

In our latest episode, we discuss final year end planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS090: Final Year End Planning first appeared on Business Concepts Group.