Monthly Archives: May 2023

Masterclass SMSF – EOFY Checklist – 12 Tips to start now for good year end!

Posted on May 26, 2023 by SuperBenefitnews

It’s that time of year  to start planning & gathering information! – here’s your SMSF EOFY Checklist (for End of Financial Year). It’s time to have a review to ensure all is in order and all essential ACTIONs are taken … Continue reading →

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NEWS – ASIC current focus on SMSF corporate trustees compliance

Posted on May 23, 2023 by SuperBenefitnews

The Australian Securities and Investments Commission (ASIC) is currently focusing its enforcement activities on the compliance activities of directors of companies including those acting as SMSF corporate trustees. ASF Audits head of education Shelley Banton noted specifically the regulator is … Continue reading →

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Investment Strategy End of Financial Year – 8 Tips – Masterclass Investment

Posted on May 12, 2023 by SuperBenefitnews

End of financial year investment strategy (EOFY) is a crucial stage for an investor, as SOME actions MUST be completed or reviewed before 30 June!! Here are 8 tips for end of year investment planning to set you up well … Continue reading →

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Basics about Super – Year End Tax Planning / Personal Finance checklist – EOFY

Posted on May 5, 2023 by SuperBenefitnews

To help sort out End of Financial Year (EOFY) – use a personal checklist to make a review and ensure all is in order and you take any ACTIONs by 30 June deadline, as well as collecting the papers and … Continue reading →

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