SMSF News and Strategies Podcast Show cover art

All Episodes

SMSF News and Strategies Podcast Show — 118 episodes

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Title
1

SMSF NS141: A checklist for SMSF trustees to finalise the year end accounts as well as the common ATO compliance issues

2

SMSF NS138: The 2026/27 Federal Budget

3

SMSF NS137: The coming changes of payday super and Division 296 Tax

4

SMSF NS136: International women’s day and strategies to close the super gap

5

SMSF NS135: Whats coming up in the new year

6

SMSF NS134: A review of contribtuion strategies, account balance management and strategies for lower income earners.

7

SMSF NS133: The New Division 296 Tax Announcements

8

SMSF NS132:SMSF health check for your fund

9

SMSF NS 131: The latest ATO warnings on SMSF’s

10

SMSF NS: 130 The new financial year – lodgements, valuations and related party transactions

11

SMSF NS: 129 Part 2 of End of year planning for SMSF’s

12

SMSF NS128: End of financial year strategy planning

13

SMSF NS127: The 2025 federal budget and your end of year planning strategies

14

SMSF NS126: Transfer balance cap indexation, and loss of capacity

15

SMSF NS125: SMSF Property Compliance

16

SMSF NS124: The latest updates and planning for 2025

17

SMSF NS123 – SMSF compliance check for your fund

18

SMSF NS122 – Current SMSF audit issues.

19

SMSF NS121 – The question of ‘how much super do I need to retire’

20

SMSF NS120 – The new NALE laws, end of financial year accounts preparation, and strategy adjustments for 2025

21

SMSF NS119: A year end checklist for SMSF trustees

22

SMSF NS118: The 2024 federal budget and the coming new Division 296 tax

23

SMSF NS117: Year end SMSF planning strategies

24

SMSF NS116 : The ATO focus on illegal early access of super, as well as SMSF documentation and disputes

25

SMSF NS115 : The contribution cap indexation, the new $3m tax, and how SMSF’s are helping women close the super gap

26

SMSF NS114 : The new NALE rules, related party LRBA’s and a year end wrap up

27

SMSF NS113 : Death Benefit Nominations and the taxation of super death benefits

28

SMSF NS112: The big myths of super

29

SMSF NS111: The items to look at for a quick review of your SMSF

30

SMSF NS110: The super changes that commenced on 1st July 2023

31

SMSF NS109: Year End SMSF Planning

32

SMSF NS108: The 2023 Federal Budget

33

SMSF NS107: New $3m super tax and SMSF documentation

34

SMSF NS106: International Women’s Day and Some of the financial issues that women face

35

SMSF NS105: The latest SMSF news updates

36

SMSF NS104: SMSF Estate Planning

37

SMSF NS103: The Federal Budget

38

SMSF NS102: Re-contribution strategies

39

SMSF NS101: The New Financial Year, New Contributions changes and Year End reporting requirements

40

SMSF NS100: Yearend documentation review and sticking to the principals for investment success

41

SMSF NS099 : The year end contribution planning

42

SMSF NS098 : The 2022 Federal Budget, and employer share offers

43

SMSF NS097 : Recent changes to legislation

44

SMSF NS096 : The latest SMSF updates and the biggest myths with superannuation and your death

45

SMSF NS095: Issues with crypto and changes to downsizer and non-concessional contributions

46

SMSF NS094: The latest SMSF updates

47

SMSF NS093: Contribution strategies with the new caps

48

SMSF NS092: Paperwork and record keeping requirements for the new financial year

49

SMSF NS091: 6 Member Funds

50

SMSF NS090: Final Year End Planning

51

SMSF NS089: The 2021-22 Federal Budget

52

SMSF NS088: Year End Contribution Planning and Strategies

53

SMSF NS087: The indexation of the contributions caps

54

SMSF NS086: The indexation of the transfer balance cap and the total super balance

55

SMSF NS085: What will you do differently next year

56

SMSF NS84: Contribution Strategies

57

SMSF NS83: The latest SMSF News and the 2020 Federal Budget

58

SMSF NS82: The latest SMSF news

59

SMSF NS81: The latest SMSF news and the new financial year

60

SMSF NS80: SMSF and Super updates and final year-end planning considerations

61

SMSF NS 079: Financial year-end planning

62

SMSF NS078: The latest on the Corona Virus measures and what SMSF trustees should be looking at

63

SMSF NS077: Corona Virus and the government support measures

64

SMSF NS076: The latest SMSF news to start 2020

65

SMSF NS075: The Year in Review

66

SMSF NS074: Downsizer contributions

67

SMSF NS073: Property investing in an SMSF

68

SMSF NS072: The latest SMSF News

69

SMSF NS071: The latest ATO news as well as tax strategies for your SMSF

70

SMSF NS070: Year End Documentation

71

SMSF NS069: Strategies to consider for your SMSF

72

SMSF NS068: Year End Planning for your fund

73

SMSF NS067: 2019 Federal Budget

74

SMSF NS066:  Strategies to consider to counteract labours Franking Credit Policy

75

SMSF NS065:  All that is going on in the first half of 2019, plus the Banking Royal Commission

76

SMSF NS064:  Review of 2018, go a quick year-end checklist and look ahead to 2019

77

SMSF NS063: The Latest SMSF News Including the 3 Year Audit Cycle, SMSF Lending and Extension for Superstream

78

SMSF NS062: SMSF and Family Law Issues on Relationship Breakdown

79

SMSF NS061: Your Year End Checklist for your SMSF Accounts Prep and Audit

80

SMSF NS060: Year End Planning for your SMSF

81

SMSF NS059: The 2018 Federal Budget

82

SMSF NS058: Top Compliance Mistakes made by SMSF Trustees

83

SMSF NS057: The Key Takeaways from the 2018 SMSF Association Conference

84

SMSF NS056: All the Latest SMSF News for the Start of 2018

85

SMSF NS055: SMSF News and also an End of Year SMSF Checklist

86

SMSF NS054 : SMSF News and also discuss some of the latest issues with lending within an SMSF

87

SMSF NS053 : SMSF Estate Planning in Light of the New Super Rules

88

SMSF 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 Rules

89

SMSF NS051 : The Latest SMSF News as well as Tax Saving Pension Strategies Under the New Super Rules

90

SMSF NS050 : Welcome to 2018 Financial Year

91

SMSF NS049 : The Top ten Reasons to have a Sole Purpose Corporate Trustee for your Fund

92

SMSF NS048: Part two of our End of Financial Year Planning SMSF’s and a Quick 2017 Federal Budget

93

SMSF NS047: Part One of our End of Financial Year Planning Checklists for SMSF’s

94

SMSF NS046: The ATO’s Top Compliance Issues, Plus Decisions SMSF Trustees Need To Make Relating To The Super Changes

95

SMSF NS045: Some Aged Based Issues to Consider, a Review of Fund Estate Planning

96

SMSF NS044: A Year End Review for your SMSF

97

SMSF NS043: The Strategies to Consider and Issues to Review in Relation to the Super changes

98

SMSF NS042: Strategy Issue Announced by the Government

99

SMSF NS041: The Latest Update on the Superannuation Changes Announced by the Government

100

SMSF 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 worthwhile

101

SMSF NS039: ATO audit target for 2016, a post election budget discussion and year end paperwork

102

SMSF NS038: Year End Planning for your SMSF

103

SMSF NS037: The 2016 Federal Budget and Changes to Super

104

SMSF NS036: Superannuation Thresholds and Pre-Budget Whispers

105

SMSF NS035: ATO Focusing on SMSF Common Issues

106

SMSF NS 034: Latest ATO statistics and current SMSF compliance issues

107

SMSF NS 033: Year End Review

108

SMSF NS 032: Government’s Response to Financial System Enquiry

109

SMSF NS 031: Current Issues with SMSF’s Borrowing

110

SMSF NS 030_SMSF Estate Planning Gone Wrong

111

SMSF NS 029: ATO Activity Around SMSFs

112

SMSF NS 028: Welcome to the 2016 Financial Year

113

SMSF NS 027: Actions to Take Before the End of the 2015 Financial Year

114

SMSF NS 026: 2015 Budget Special and Superannuation

115

SMSF NS 025: ATO Activities

116

SMSF NS 024: Audit Issues and Trends Around SMSF Growth

117

SMSF NS 023: Latest Statistics on SMSFs and Recent ATO Views

118

SMSF NS 022: Financial System Inquiry Report