Major SMSF regulatory changes coming in 2025 will transform compliance requirements. Enhanced record-keeping, Division 296 super tax, stricter AML/CTF rules, and increased ASIC oversight will affect 615,000+ funds. Prepare now with robust systems and strategic planning to protect your retirement savings. #SMSF regulatory changes
SMSF Regulatory Changes 2025: Are You Ready for the Compliance Shake-Up? Read More »
Stay compliant and avoid penalties with our comprehensive guide to SMSF SuperStream requirements. Learn about electronic service addresses, digital rollovers, and streamlined contribution processing for your self-managed super fund. #smsf superstream requirements
Navigate the essential SMSF setup requirements with our comprehensive guide. From trustee structures to compliance obligations, understand everything needed for successful self-managed super establishment. Don’t miss critical steps in your SMSF journey! #smsf setup requirements
SMSF Setup Requirements: The Ultimate Checklist Before You Dive Into Self-Managed Super Read More »
Navigating ATO’s SMSF investment strategy requirements doesn’t have to be overwhelming. Learn what critical elements trustees commonly overlook, how to properly document your strategy, and avoid costly penalties that could impact your retirement future. #smsf investment strategy requirements ato
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