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Paul Humphreys
WE provide SMSF administration. WE do not advise, but work with your advisors, or we will Connect you to the right Advisor who can assist you.
Call 0407 361 596 Melbourne Australia
Monthly Archives: May 2019
The ATO has updated its valuation guidelines in order to clarify when a reasonable estimate can be used for valuing pension assets when reporting to the ATO
SMSF Advisor reports – In an updated version of its valuation guidelines, the ATO has clarified that SMSF professionals and their clients can use a reasonable estimate for determining the value of assets that support a pension when reporting to … Continue reading
Posted in News & Stats, SMSF Info
Tagged Berwick, dandenong, hallam, Melbourne, narre warren, SMSF Info News, Superannuation
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Masterclass SMSF – Year End Checklist – 12 Tips for EOFY End of Financial Year – start now!
Time is running out – only days left to the End of Financial Year (EOFY), it’s time to have a review to ensure all is in order and all ACTIONs taken by 30 June deadline, as well as collecting papers, … Continue reading
Posted in Masterclass SMSF
Tagged Berwick, dandenong, hallam, Melbourne, narre warren, SMSF
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MASTERCLASS Investment – 3 more Top Tips for End of Financial Year SMSF planning
Preparing for the end of year is an important stage as an investor. We wrote 3 tips last week. Here are another 3 tips for end of year investment strategies to set up well for the end of financial year. … Continue reading
MASTERCLASS Investment – Top 3 Tips for End of Financial Year SMSF Planning
The importance of preparing for the end of financial year (EOFY) is a crucial stage as an SMSF investor, as many actions MUST be completed before 30 June!! Here are 3 actions for end of year investment strategies to set-up … Continue reading
Pensions Centrelink – Earn more before aged pension is affected – Work bonus increase from 1 Jul 2019
The Government has announced a Work Bonus increase from 1 July 2019 – which means you can earn more before your aged pension is affected – great news! The Work Bonus is increasing. Centrelink will also apply it to self-employment … Continue reading
