Don’t overlook this critical compliance element! Your SMSF must have a valid Electronic Service Address to receive employer contributions and process rollovers through SuperStream. Stay compliant and avoid processing delays with proper ESA setup. #smsf esa requirements
SMSF ESA Requirements: What Every Trustee Must Know Before It’s Too Late Read More »
Don’t risk penalties and tax implications! Learn why accurate SMSF commercial property valuations are essential, when they’re required, and how to ensure compliance with ATO standards. Protect your retirement investments. #smsf commercial property valuation requirements
Stay ahead of vital compliance deadlines! Annual SMSF audits protect your retirement savings and prevent costly penalties. Appoint your auditor 45 days before lodgment to ensure thorough review and maintain your fund’s complying status. #smsf audit requirement
SMSF Audit Requirement: Don’t Let Deadlines Sneak Up On Your Retirement Dreams Read More »
Confused about when your SMSF needs an actuarial certificate? This guide covers five critical situations where skipping this document could cost you thousands in unnecessary taxes. Essential reading for all SMSF trustees managing mixed-phase funds! #when is an actuarial certificate required smsf
Don’t risk your retirement security! Understand critical SMSF insurance requirements that protect your fund and ensure compliance. Learn which policies are essential and how to properly document your insurance considerations. #smsf insurance requirements
Navigating SMSF loan requirements doesn’t have to be overwhelming. Understand the five essential criteria before your super fund borrows for property investment – from purpose restrictions to cash reserves and lending criteria. Proper planning prevents costly mistakes in your retirement strategy. #smsf loan requirements
SMSF Loan Requirements: 5 Must-Know Criteria Before Your Super Fund Borrows for Property Read More »
Don’t let your SMSF drown in illiquid assets! Maintaining proper cash reserves ensures your fund can meet obligations without forced asset sales. Learn key strategies for balancing growth with accessibility in property-heavy portfolios. #smsf liquidity requirements
Don’t let poor record-keeping jeopardize your retirement savings! Proper documentation is crucial for SMSF compliance and your first defense during ATO audits. Learn essential minute-keeping practices to protect your fund from costly penalties. #smsf minutes requirements
Don’t miss critical deadlines! Understanding your SMSF minimum pension requirements is essential for avoiding tax penalties and maintaining your fund’s compliance. Learn age-based withdrawal rates and practical strategies for meeting your obligations. #smsf minimum pension requirements
SMSF Minimum Pension Requirements: Are You Missing These Critical Payment Deadlines? Read More »