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

Posted on May 31, 2019 by

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 , , , , , , | Leave a comment

Masterclass SMSF – Year End Checklist – 12 Tips for EOFY End of Financial Year – start now!

Posted on May 28, 2019 by

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 , , , , , | Leave a comment

MASTERCLASS Investment – 3 more Top Tips for End of Financial Year SMSF planning

Posted on May 16, 2019 by

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 →

Posted in Investing - Stock Fundamentals, Masterclass Investment, SMSF Investing | Tagged , , , , , , | Leave a comment

MASTERCLASS Investment – Top 3 Tips for End of Financial Year SMSF Planning

Posted on May 10, 2019 by

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 →

Posted in Investing - Stock Fundamentals, Masterclass Investment, SMSF Investing | Tagged , , , , , , | Leave a comment

Pensions Centrelink – Earn more before aged pension is affected – Work bonus increase from 1 Jul 2019

Posted on May 8, 2019 by

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 →

Posted in Centrelink, Pensions / Income Streams, Retirement Planning | Tagged , , , , , , , , , , | Leave a comment