SMSF Adventures with SuperConcepts

Downsizer contributions offer individuals a unique opportunity to optimize their retirement savings strategy by leveraging the proceeds from the sale of their home. In this episode, your host Garry Johnston speaks to Senior SMSF Technical Specialist Anthony Cullen, to dive into the ins and outs of downsizer contributions. Anthony will answer some common questions regarding downsizer contribution, such as eligibility criteria, reporting requirements and how they interact with other retirement strategies.   LINKS Want to learn more about SMSFs?  Continue your SMSF journey with our FREE insights email program. This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bit-size bits. Subscribe here: https://bit.ly/3MknEE4   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au.   CREDITS Host: Garry Johnston, National Manager – Software Sales, SuperConcepts Guest: Anthony Cullen, Senior SMSF Technical Specialist, SuperConcepts   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. Any opinion stated by a podcast guest are the personal views and opinions of these individuals only and doesn't necessarily reflect the views of SuperConcepts. It's important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.   See privacy information https://bit.ly/3E5H7Uf.

Open Banking is reshaping the SMSF landscape. With the ability to securely access real-time financial data from various accounts, SMSF trustees will be able to obtain data faster, to get a holistic view of their funds. In today's episode, we're diving into the exciting and increasingly important world of Open Banking. Your host Jessica Griffith speaks to, Grant Augustin, Founder & Managing Director at SISS Data Services and Damien Wright, Executive Manager, Supplier Integration at SuperConcepts, who will help us understand what you need to know, from consent, security, to no passwords!   LINKS Unlock the benefits of Open Banking with SuperMate! Discover how SuperMate can help streamline your SMSF accounting and simplify the management of your clients' SMSFs. To explore the potential of SuperMate, visit our website and watch a demo today! #FindYourSuperMate: https://bit.ly/43Gjizj   Consumer Data Right website: www.cdr.gov.au    CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au   CREDITS Host: Jessica Griffith Guests: Grant Augustin, Founder & Managing Director at SISS Data Services              Damien Wright, Executive Manager, Supplier Integration at SuperConcepts   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. Any opinions stated by a podcast guest are the personal views and opinions of these individuals only and don't necessarily reflect the views of SuperConcepts. It's important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you. See privacy information https://bit.ly/3E5H7Uf 

Many SMSFs invest in traditional investments such as shares, bonds, cash and property. However, did you know they can also invest in private companies and unit trusts linked to those associated with the fund? Unit trusts offer SMSFs broader investment access, flexibility, and simplified reporting. However, incorrect decisions can lead to tax liabilities and compliance issues. In this episode, your host Jessica Griffith speaks to Graeme Colley, Executive Manager - SMSF Technical & Private Wealth, to dive into the topic of investing in unit trusts within an SMSF and what factors trustees should consider.   LINKS Want to learn more about SMSFs?  Continue your SMSF journey with our FREE insights email program. This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bit-size bits. Subscribe here: https://bit.ly/3MknEE4   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au.   CREDITS Host: Jessica Griffith Guests: Graeme Colley, Executive Manager, SMSF Technical & Private Wealth   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. Any opinion stated by a podcast guest are the personal views and opinions of these individuals only and doesn't necessarily reflect the views of SuperConcepts. It's important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.   See privacy information https://bit.ly/3E5H7Uf.

The Federal Budget was handed down this Tuesday. However, there was no further detail provided on the workings of the $3 million cap and increased tax on super balances and a minor reference to the purpose of superannuation   In this special episode, Philip La Greca, Executive Manager, SMSF Technical & Strategic Services and Anthony Cullen, Senior SMSF Technical Specialist, take a deep dive into the key announcements contained within the Budget papers that affect superannuation and retirees.   LINKS Want to learn more about SMSFs?  Continue your SMSF journey with our FREE insights email program. This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bit-size bits. Subscribe here: https://bit.ly/3MknEE4   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au.   CREDITS Host: Anthony Cullen, Senior SMSF Technical Specialist           Philip La Greca, Executive Manager, SMSF Technical & Strategic Services   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.   See privacy information https://bit.ly/3E5H7Uf.

SMSFs have always been a popular vehicle for property investment in recent years. However, it's important for trustees to be aware of the rules and conditions that come with this investment strategy.   In this episode, your host Jessica Griffith speaks to Graeme Colley, Executive Manager - SMSF Technical & Private Wealth to explore the ins and outs of purchasing property through an SMSF.   LINKS Want to learn more about SMSFs? Continue your SMSF journey with our FREE insights email program. This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bit-size bits. Subscribe here: https://bit.ly/3MknEE4   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE   Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au.   CREDITS Host: Jessica Griffith Guests: Graeme Colley, Executive Manager, SMSF Technical & Private Wealth   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.   See privacy information https://bit.ly/3E5H7Uf.

Exchange traded funds (ETFs) have become increasingly popular among SMSF investors due to their cost-effective way to invest in a diversified portfolio of shares or bonds. In this episode, your host Jessica Griffith speaks to Chris Brycki, Founder and CEO at Stockspot and Sarah Pressler, National Manager, Key Accounts at SuperConcepts to discuss how ETFs can help SMSF trustees achieve their goals.   LINKS SuperConcepts + Stockspot, your partners in SMSFs Stockspot has partnered with SuperConcepts, bringing together the services you need for your SMSF through technology built for the future. Learn more here: https://www.stockspot.com.au/    CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE  Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au    CREDITS Host: Jessica Griffith Guests: Chris Brycki, Founder and CEO at Stockspot              Sarah Pressler, National Manager, Key Accounts at SuperConcepts   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you. See privacy information https://bit.ly/3E5H7Uf 

Changes to the Transfer Balance Account Reporting (TBAR) regime are set to take effect on 1 July this year. These changes will have a significant impact on the timing that SMSFs report certain events.   In this episode, your host Jessica Griffith speaks to Anthony Cullen, Senior SMSF Technical Specialist, to discuss the reporting obligations for self-managed super funds and how to prepare for it.   LINKS Want to learn more about SMSFs?  Continue your SMSF journey with our FREE insights email program. This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bite-size bits. Subscribe here: https://bit.ly/3MknEE4   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE   Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au.   CREDITS Host: Jessica Griffith Guests: Anthony Cullen, Senior SMSF Technical Specialist   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.   See privacy information https://bit.ly/3E5H7Uf.

According to ATO's statistics for SMSFs, a younger demographic has been driving the growth in SMSFs. Generation X, born between the mid-1960s and early 1980s, they are at a stage in their lives where they are thinking seriously about retirement.   In this episode, your host Jessica Griffith speaks to Nicholas Ali, Executive Manager, SMSF Technical Support, to discuss what strategies may appeal to Generation X when it comes to SMSF and how it works.   LINKS Want to learn more about SMSFs?  Continue your SMSF journey with our FREE insights email program. This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bite-size bits. Subscribe here: https://bit.ly/3MknEE4   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au.   CREDITS Host: Jessica Griffith Guests: Nicholas Ali, Executive Manager, SMSF Technical Support   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.   See privacy information https://bit.ly/3E5H7Uf.

This release is a special episode of the SMSF Adviser Show. Senior SMSF technical specialist Anthony Cullen was interviewed by co-hosts Miranda Brownlee and Aaron Dunn to discuss the $200,000 increase in the general Transfer Balance Cap (TBC) and how it may apply to SMSF trustees and professionals. Anthony highlights factors to weigh up in delaying pension, the potential for future tax savings, and explains how the increase works in relation to death benefits.   LINKS Want to learn more about SMSFs?  Continue your SMSF journey with our FREE insights email program. This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bite-size bits. Subscribe here: https://bit.ly/3MknEE4   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE   Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au.   CREDITS The original podcast was released on SMSF Adviser Show Host: Miranda Brownlee, Deputy editor of SMSF Adviser Co-host: Aaron Dunn, CEO & Co-Founder at Smarter SMSF Guest: Anthony Cullen, Senior SMSF Technical Specialist at SuperConcepts   Original podcast: https://bit.ly/3yYFVB0    The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.   See privacy information https://bit.ly/3E5H7Uf.

One of the key challenges SMSF trustees can face is staying on top of the transactions within their funds. That's where data feeds come in – they drive automated processing and reconciliation of transactions, delivering significant efficiency improvements which will therefore eliminate the burden of manual data input and significantly reduces the risk of errors.   In this episode, your host Jessica Griffith talks to special guest Damien Wright, Executive Manager, Supplier Integration at SuperConcepts, to gain a deeper understanding of data feeds and Open Banking and their implications for the SMSF industry.   LINKS Want to learn more about SMSFs?  Continue your SMSF journey with our FREE insights email program. This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bit-size bits. Subscribe here: https://bit.ly/3MknEE4    CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au.     CREDITS Host: Jessica Griffith Guests: Damien Wright, Executive Manager, Supplier Integration    The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you. See privacy information https://bit.ly/3E5H7Uf.

The start of a new year is the perfect time to take control of your superannuation. Even though we are already halfway through the financial year, it is not too late to review your contribution strategies and make changes for the next half. In this episode, your host Jessica Griffith talks to SMSF expert Graeme Colley with a refresher on the types of contributions and various modifications that can be made to your superannuation contributions in order to build up retirement savings.   LINKS Want to learn more about SMSFs?  Continue your SMSF journey with our FREE insights email program. This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bit-size bits. Subscribe here: https://bit.ly/3MknEE4   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE   Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au.   CREDITS Host: Jessica Griffith Guests: Graeme Colley, Executive Manager, SMSF Technical & Private Wealth   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.   See privacy information https://bit.ly/3E5H7Uf.

With the challenges posed by rising interest rates, inflation, market volatility and geopolitical tension, there has been a spike in SMSF establishments over the past few months. This demonstrates that investors are keen to engage more with their superannuation and take control of their own investment strategy. So, what do the experts predict for 2023? In this episode, Jessica is joined by Diana Mousina, Senior Economist at AMP and SuperConcepts' SMSF expert Philip La Greca, to explore the economic outlook for 2023 and how SMSF trustees can prepare.   LINKS The countdown to the end of 2022 is in full swing with our 12 Days of Christmas Campaign. Check the SuperConcepts' Facebook and LinkedIn pages this December to collect a series of great gifts, including free webinar passes, discounts, and unseen blooper footage! Click the link below to follow SuperConcepts on Facebook and LinkedIn to get our latest news. LinkedIn: https://bit.ly/3BbqAP0 Facebook: https://bit.ly/3BdjjhJ   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au.   CREDITS Host: Jessica Griffith Guests: Diana Mousina, Senior Economist, AMP Philip La Greca, Executive Manager, SMSF Technical & Strategic Services   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you. See privacy information https://bit.ly/3E5H7Uf.

When a relationship ends, dividing and rebuilding your superannuation can be difficult. There are, however, estate planning strategies you can take into consideration to make splitting super during a divorce as pain-free as possible. In this episode, Jessica is joined by SMSF expert Nicholas Ali to explore the relevant laws as they apply to split benefits when it comes to relationship separation.   LINKS The countdown to the end of 2022 is in full swing with our 12 Days of Christmas Campaign. Check the SuperConcepts' Facebook and LinkedIn pages this December to collect a series of great gifts including free webinar passes, discounts, and unseen blooper footage! You'll find a link to this our socials in our show notes or follow SuperConcepts on Facebook and LinkedIn to get our latest news. LinkedIn: https://bit.ly/3BbqAP0 Facebook: https://bit.ly/3BdjjhJ   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au.   CREDITS Host: Jessica Griffith Guests: Nicholas Ali, Executive Manager, SMSF Technical Support   The information in this podcast is factual information only. It doesn't contain any financial advice or makes any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you. See privacy information https://bit.ly/3E5H7Uf.

Audit is the last box to tick, in a long line of checks and balances when it comes to the annual maintenance of an SMSF. For the most recent news and relevant audit tips and tricks, in this episode Jessica Griffith speaks to Head of Education at ASF Audits, Shelley Banton and Senior SMSF Technical Specialist at SuperConcepts, Anthony Cullen.   Tune in now to learn more about what particular issues to watch out for this year, how inflation is affecting the process and general tips on how to approach audit time.   LINKS SuperConcepts SMSF Adviser Webinar Retirement and aged care transitioning As Australia's population ages, the demand for aged care advice is growing. Do you have the necessary knowledge to give your clients aged care advice efficiently and accurately? In this webinar, Jennifer Langton, Head of Personal Advice at Aged Care Steps, and Graeme Colley, Executive Manager, SMSF Technical and Private Wealth at SuperConcepts, will provide you with the right resources, tools, and strategies so you can confidently recommend the best course of action to your clients. Date: Thursday, 24 November 2022 Time: 12:30 – 1:30PM AEDT Register Individual: https://bit.ly/3A9FKnt    CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au.   CREDITS Host: Jessica Griffith Guests: Anthony Cullen, Senior SMSF Technical Specialist, SuperConcepts              Shelley Banton, Head of Education, ASF Audits   The information in this podcast is factual information only. It doesn't contain any financial advice or makes any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you. See privacy information https://bit.ly/3E5H7Uf.

The federal budget was handed down this Tuesday. Superannuation has received a light touch from the new government to the relief of many, considering the circulating rumors but did not come to fruition. SMSF technical expert, Graeme Colley outlines the key changes from the budget that might affect your SMSF. Read more: http://ow.ly/fPHO50Lmjbs   LINKS Want to learn more about SMSFs? Not relevant to existing trustees – maybe include the next webinar? Continue your SMSF journey with our FREE insights email program. This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bit-size bits. Subscribe here: https://bit.ly/3MknEE4   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au.   CREDITS Host: Jessica Griffith Guests: Graeme Colley, Executive Manager SMSF Technical & Private Wealth   The information in this podcast is factual information only. It doesn't contain any financial advice or makes any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you. See privacy information https://bit.ly/3E5H7Uf.

The clock is ticking. If you are an existing director of a company appointed before 31 October 2021, you have until 30 November 2022 to apply for your Director Identification Number. Failure to do so could result in penalties for non-compliance. According to the ATO, over half of eligible SMSFs with a corporate trustee are yet to apply, despite the deadline being just weeks away. In this episode, Jessica is once again joined by Senior SMSF Technical Specialist Anthony Cullen and Executive Manager, Quality and Training Daniel Ristoski to explore the consequences for non-complying trustees as well as the easiest way to obtain your director ID.   LINKS Want to learn more about SMSFs? Not relevant to existing trustees – maybe include the next webinar? Continue your SMSF journey with our FREE insights email program. This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bit-size bits. Subscribe here: https://bit.ly/3MknEE4   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au.   CREDITS Host: Jessica Griffith Guests: Anthony Cullen, Senior SMSF Technical Specialist              Daniel Ristoski, Executive Manager Quality and Training   The information in this podcast is factual information only. It doesn't contain any financial advice or makes any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you. See privacy information https://bit.ly/3E5H7Uf.

Are you considering your superannuation options? Are you looking for greater control over your retirement savings? New research shows that self-managed super funds (SMSFs) with $200,000+ are cost-effective when compared to retail and industry funds, plus you are in the driver's seat. Establishing and running an SMSF is an important financial decision so, in this episode, SMSF expert Graeme Colley explores some key elements of establishing and running an SMSF. Tune in to learn more about the basics of SMSFs such as the cost of running a fund and the responsibilities of a trustee.     LINKS Want to learn more about SMSFs? Continue your SMSF journey with our FREE insights email program. This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bit-size bits. Subscribe here: https://bit.ly/3MknEE4   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au.   CREDITS Host: Amanda Goodfellow Guests: Graeme Colley, Executive Manager, SMSF Technical & Private Wealth   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you. See privacy information https://bit.ly/3E5H7Uf.

With another rate rise looming, and economists predicting an inflation surge, SMSF trustees are facing ongoing concerns. How will self-managed funds be affected? In this episode, SMSF expert Philip La Greca looks at the potential repercussions of further rate hikes, and how the fund's investment strategy and asset mix can influence the impact and overall considerations for trustees.   LINKS Free SMSF webinar: SMSF establishment and the first 6 months Establishing and running an SMSF is an important financial decision so, to ensure you're prepared, join us for this free webinar, "SMSF establishment and the first six months." In this session, presented by one of Australia's leading SMSF experts Graeme Colley, we'll explore: - Fund establishment - Naming your fund - SMSF structures – individual or corporate trustee - Appointing trustees and members - Investment strategies - Accepting contributions and paying benefits if necessary - Who's here to help Wednesday, 5th October 2022, 7:00pm – 8:00pm AEDT Register here: https://bit.ly/3QDqFjr   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au.   CREDITS Host: Jessica Griffith Guests: Philip La Greca, Executive Manager, SMSF Technical and Strategic Solutions The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you. See privacy information https://bit.ly/3E5H7Uf.

Contributions can play an essential role in a self-managed superannuation fund. A key source of superannuation contributions has been through the employer however additional amounts can also be contributed by individuals themselves. In this episode, your host Jessica Griffith talks to SMSF expert Nicholas Ali, about five key things trustees should know about super contributions in light of the recent legislation changes.   LINKS Free SMSF webinar: SMSF establishment and the first 6 months Establishing and running an SMSF is an important financial decision so, to ensure you're prepared, join us for this free webinar, "SMSF establishment and the first six months." In this session, presented by one of Australia's leading SMSF experts Graeme Colley, we'll explore: - Fund establishment - Naming your fund - SMSF structures – individual or corporate trustee - Appointing trustees and members - Investment strategies - Accepting contributions and paying benefits if necessary - Who's here to help Wednesday, 5th October 2022, 6:30-7:30 PM ACDT Register here: https://bit.ly/3QDqFjr   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au.   CREDITS Host: Jessica Griffith Guests: Nicholas Ali, Executive Manager, SMSF Technical Support The information in this podcast is factual information only. It doesn't contain any financial advice or makes any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you. See privacy information https://bit.ly/3E5H7Uf.

Just like a retail or industry fund sends you regular reports on your total super balance as well as your returns, your SMSF is also required to keep you in-the-loop and informed about how your nest egg is performing. SMSF financial statements are requirements for anyone who's self-managing their super, and play a crucial part in the SMSF auditing process so, in this episode, your host Jessica Griffith speaks to SMSF expert Anthony Cullen to explore SMSF statements and how to understand them.   LINKS Want to offer specialist SMSF advice? This industry-recognised course is designed specifically for SMSF advisers! It will equip you with the required knowledge and allow you to earn up to 24 CPD points. Join one of Australia's leading SMSF experts, Philip La Greca, as he takes you through this six-part course on essential SMSF topics reflective of the latest legislation. Register here: https://bit.ly/3q3kgTI   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au.   CREDITS Host: Jessica Griffith Guests: Anthony Cullen, Senior SMSF Technical Specialist at SuperConcepts   The information in this podcast is factual information only. It doesn't contain any financial advice or makes any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you. See privacy information https://bit.ly/3E5H7Uf.

Many individuals choose SMSFs because of the added flexibility and broad range of asset classes available to investors. There are certain rules, however, as to the types of investments an SMSF can acquire so, what exactly can you include in your self-managed nest egg?    In this episode, we will discuss what are deemed to be allowable SMSF investments and key things to consider when selecting assets.   LINKS Free SMSF webinar: Is an SMSF right for you? Establishing and running an SMSF is an important financial decision so, to learn more, join us for this free webinar, "Is an SMSF right for you?" In this session, presented by one of Australia's leading SMSF experts Graeme Colley, we'll explore: How much super is enough super Cost of running an SMSF Eligibility criteria Responsibilities of a trustee Professional support available to trustees Wednesday 24 August 2022, 12:30-13:30 AEST Register here: https://bit.ly/3Q0D0yH    CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au   CREDITS Host: Jessica Griffith Guests: Nicholas Ali – Executive Manager, SMSF Technical Support   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including Terms and Conditions, before deciding what's right for you. See privacy information https://bit.ly/3E5H7Uf.

A new financial year always brings a new to-do list so, with one month over already, Jessica Griffith catches up with Graeme Colley for some all-important SMSF tips. Tune in to hear about important legal documentation updates, legislative changes to super, considerations for younger trustees, and suggestions for those wanting to start their SMSF journey this new financial year.   LINKS Free SMSF webinar: Is an SMSF right for you? Establishing and running an SMSF is an important financial decision so, to learn more, join us for this free webinar, "Is an SMSF right for you?" In this session, presented by one of Australia's leading SMSF experts Graeme Colley, we'll explore: How much super is enough super Cost of running an SMSF Eligibility criteria Responsibilities of a trustee Professional support available to trustees Wednesday 24 August 2022, 12:30-13:30 AEST Register here: https://bit.ly/3Q0D0yH   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au   CREDITS Host: Jessica Griffith Guests: Graeme Colley – Executive Manager, SMSF Technical & Private Wealth at SuperConcepts   The information in this podcast is factual information only. It doesn't contain any financial advice or makes any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including Terms and Conditions, before deciding what's right for you. See privacy information https://bit.ly/3E5H7Uf.

In June 2022 the High Court handed down its decision on the appeal from a judgement of the Court of Appeal of the Supreme Court of Western Australia in the matter of Hill v Zuda Pty Ltd [2022] HCA 21. This case ultimately impacts SMSF documentation by looking at whether an SMSF can have a binding death benefit nomination (BDBN) that differs from that prescribed in the superannuation legislation and regulations. In the first episode of season 3, your host Jessica Griffith speaks to SMSF expert Nicholas Ali to take a deep dive into this case and what impacts SMSF documentation.   LINKS Upcoming SMSF adviser webinar: Mastering Death benefits and Divorce Claims in 2022 Join renowned SMSF expert, Graeme Colley, and learn how to protect your clients as they go through a divorce or when one or both parties die. In this two-part webinar, Graeme will focus on various issues concerning death benefits and divorce claims and will also share and provide practical strategies and tips to help you protect your clients. Thursday 28 July 2022, 12:30-13:30 AEST Register here: https://bit.ly/3lZxIGr   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au   CREDITS Host: Jessica Griffith Guests: Nicholas Ali - Executive Manager, SMSF Technical Support   The information in this podcast is factual information only. It doesn't contain any financial advice or makes any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including Terms and Conditions, before deciding what's right for you.   See privacy information https://bit.ly/3E5H7Uf.

As another financial year draws to a close, there has been much discussion around the impending changes to contribution rules, effective 1 July 2022.  But what does this mean for SMSF trustees?   In this final episode of Season 2, your host Jessica Griffith speaks to Senior SMSF Technical Expert, Anthony Cullen, to explore the various contribution strategies available and what you can do before 30 June 2022 to prepare.   *Episode 17: The impact of Federal Budget measures on Super https://spoti.fi/3NL8tDr   These measures around superannuation and retirement were announced in the May 2021 Federal Budget, with the majority taking effect from 1 July 2022.   SMSF Adventures with SuperConcepts will be back for Season 3 in July with new SMSF knowledge, insights and guests!   Subscribe to the podcast now: https://spoti.fi/3xFLLFd   LINKS Have you booked our upcoming adviser webinar? “SMSF pitfalls to avoid this new financial year”. The start of this financial year brings a range of new compliance and regulatory issues with SMSFs. Listen to this webinar to see what you need to do as a professional in the SMSF space to plan for the year ahead and avoid the potholes.   Save your spot here: https://bit.ly/3lZxIGr   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE   Got a topic you'd like us to cover? Drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au   CREDITS Host: Jessica Griffith Guests: Anthony Cullen – Senior SMSF Technical Specialist at SuperConcepts   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including Terms and Conditions, before deciding what's right for you.   See privacy information https://bit.ly/3E5H7Uf.

When it comes to estate planning, superannuation is typically one of the largest assets so it's important to get it right. Unfortunately, as superannuation savings continue to accumulate, the number of death benefit related disputes in the SMSF space is also increasing.   In this episode, your host Jessica Griffith speaks to SMSF expert Nicholas Ali to discuss what happens to your SMSF when you die and what you can do to prepare.   Subscribe to SMSF Adventures with SuperConcepts here: https://spoti.fi/3xFLLFd   LINKS Are you a financial adviser or accountant who wants to ensure your clients face fewer audit-related issues this year? Register for our upcoming SMSF Masterclass for tips on how to achieve a smoother EOFY audit. Your presenters will provide insight into what steps you can take to simplify and streamline your audit processes. Save your spot here: https://bit.ly/3Pw6J2z   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE   Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au   CREDITS Host: Jessica Griffith – Host, SMSF Adventures with SuperConcepts Guests: Nicholas Ali – SuperConcepts Executive Manager, SMSF Technical Support   The information in this podcast is factual information only. It doesn't contain any financial advice or makes any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including Terms and Conditions, before deciding what's right for you.   See privacy information https://bit.ly/3E5H7Uf.

After a few long years of virtual interaction, it was great to resume face-to-face networking last month at the 2022 SMSF Association National Conference in Adelaide.   For a recap of the event, your host Jessica speaks to SMSF Association Deputy CEO Peter Burgess and SuperConcepts Executive Manager Nicholas Ali. Tune in as they explore key themes, trends and where to now for the industry as we emerge from the pandemic.   Subscribe to SMSF Adventures with SuperConcepts here: https://spoti.fi/3xFLLFd   LINKS Have you booked SuperConcepts' Special SMSF Masterclass this year?   The new contribution rules will come into effect on 1 July 2022. It may be time to revisit the strategies and approaches you have created for your clients, as the impending changes could mean a new approach.   In this exclusive two-part series, our technical experts, Nicholas Ali and Anthony Cullen will use case studies to help you understand what you can do this financial year to maximise options for your clients in the subsequent years.    Save your spot here: https://bit.ly/3kiMwii   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE   Got a topic you'd like us to cover? Drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au   CREDITS Host: Jessica Griffith Guests: Peter Burgess – SMSF Association, Deputy CEO, Director of Policy & Education Nicholas Ali – SuperConcepts Executive Manager, SMSF Technical Support   The information in this podcast is factual information only. It doesn't contain any financial advice or makes any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including Terms and Conditions, before deciding what's right for you.   See privacy information https://bit.ly/3E5H7Uf.

As consumers, we are innately aware of the art of upselling – it is everywhere, and, unfortunately, the financial services industry is not immune to the frills that naturally come with commerce.   In this episode, Jessica speaks with two SMSF industry experts, Garry Johnston and Rhys Hopper, to unpack whether SMSF software really worth it or, just another line on a P&L Statement.   Subscribe to SMSF Adventures with SuperConcepts here: https://spoti.fi/3xFLLFd   Do you want to learn more about the next generation of SMSF software? Check out our new-look website and learn more about our software solutions here: https://bit.ly/3r2IxdF. Alternatively, contact SuperConcepts National Manager - Software Sales Garry Johnston to book a demo and see how you can grow your business with SuperMate. Email: garry.johnston@superconcepts.com.au Mobile: 0466 463 987   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE   Got a topic you'd like us to cover? Drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au   CREDITS Host: Jessica Griffith Guests: Garry Johnston, National Manager- Software Sales, SuperConcepts Rhys Hopper, Product Designer, SuperConcepts   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including Terms and Conditions, before deciding what's right for you.   See privacy information https://bit.ly/3E5H7Uf.

The current economic climate is one of instability and, unsurprisingly, we're seeing a downturn in the financial market. With the ongoing pandemic, flooding in the north of Australia, and the devastating crisis unfolding in Europe, will superannuation take a hit and can we expect to see retirement savings erode?     In this episode we explore the current financial landscape, considering the economic crisis, with industry experts Shane Oliver, Head of Investment Strategy and Chief Economist, AMP and Graeme Colley, Executive Manager SMSF Technical and Private Wealth, SuperConcepts.   LINKS Do you want to be able to provide specialists SSMF advice? Register for SuperConcepts' nationally recognised course.   This course, listed on ASIC's Training Register, offers comprehensive SMSF training reflective of the very latest legislation. It provides up to 24 CPD points and, with the course listed on ASIC's training register, you'll achieve the specialist knowledge required to give SMSF advice.  To learn more about this virtual course, please click the link here: https://bit.ly/356Oizi   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE   Got a topic you'd like us to cover? Drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au   CREDITS Host: Jessica Griffith Guests: Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Graeme Colley, Executive Manager SMSF Technical and Private Wealth, SuperConcepts   The information in this podcast is factual information only. It doesn't contain any financial advice or makes any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document including Terms and Conditions before deciding what's right for you.   See privacy information https://bit.ly/3E5H7Uf

Several measures around superannuation and retirement were announced in the May 2021 Federal Budget, with the majority taking effect from 1 July 2022.   Whilst most of these adjustments are to existing measures, it's important to know how, or if, they impact you when they come into effect. Anthony Cullen, SuperConcepts Senior SMSF Technical Specialist, takes a deep dive into how the impending Federal Budget measures might affect your super.   Subscribe to SMSF Adventures with SuperConcepts here: https://spoti.fi/3xFLLFd   LINKS Have you booked SuperConcepts' nationally recognised SMSF course this year? This is an industry-recognised course listed on ASIC's Training Register. This course offers comprehensive SMSF training reflective of the very latest legislation update. It provides up to 24 CPD points, and with the course listed on ASIC's training register, you'll achieve the specialist knowledge required to give SMSF advice. To learn more about this virtual course, please click the link here: https://bit.ly/3idRqfw   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE   Got a topic you'd like us to cover? Drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au   CREDITS Host: Jessica Griffith Guests: Anthony Cullen, Senior SMSF Technical Specialist, SuperConcepts   The information in this podcast is factual information only. It doesn't contain any financial advice or makes any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document including Terms and Conditions before deciding what's right for you.   See privacy information https://bit.ly/3E5H7Uf

SMSFs come with a range of administrative requirements so, it's not uncommon to find yourself buried under administrative paperwork as lodgment deadlines approach.     In this episode, we explore options and strategies to increase your SMSF administration efficiencies and avoid lodgment overload.   LINKS Click the link below to learn more about SuperConcepts Back-office Administration Services. https://bit.ly/3KcHP4F   You can also follow us on Facebook and LinkedIn for more information.   Facebook: https://bit.ly/3IN4AMz LinkedIn: https://bit.ly/3lVsL1t   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE   Got a topic you'd like us to cover? Drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au   CREDITS Host: Jessica Griffith Guests: Peter Renner - Executive Manager, Wholesale Services | SuperConcepts   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document including Terms and Conditions before deciding what's right for you.   See privacy information https://bit.ly/3E5H7Uf

A Trust Deed – it is the one thing every SMSF has in common and one of the first considerations when establishing a fund. Given that it is essentially a roadmap for the fund, governing how it is set up and operates, it's surprising that many consider it a set-and-forget document. SMSF technical expert Nicholas Ali looks at the importance of maintaining an up-to-date trust deed and the benefits that come from revisiting the document.   Subscribe to SMSF Adventures with SuperConcepts here https://spoti.fi/3xFLLFd   LINKS To learn more about a Total Super Balance register for our upcoming webinar on Thursday, 24 March 2022. Link: https://bit.ly/3HzqBxv   If you're a SuperConcepts client this webinar is FREE so speak to your CSM.   Facebook: https://bit.ly/3IN4AMz LinkedIn: https://bit.ly/3lVsL1t   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE   Got a topic you'd like us to cover? Drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au   CREDITS Host: Jessica Griffith Guest: Nicholas Ali, Executive Manager SMSF Technical Support   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document including Terms and Conditions before deciding what's right for you.   See privacy information https://bit.ly/3E5H7Uf

SMSFs are a great way to gain flexibility and control over your retirement however, it's a big responsibility, takes a lot of time and comes with the complexities of compliance regulations.   But, do you really need the help of a professional to maintain your SMSF?   To shed some light on this, Jess is joined by SMSF expert Graeme Colley and Benjamin Marshan, Head of Policy, Strategy and Innovation at the Financial Planning Association.   Subscribe to SMSF Adventures with SuperConcepts here: https://spoti.fi/3xFLLFd   LINKS Special offer: Sign up for the first five webinars in 2022 and save 25%. Sign up for all ten and save 30%: https://bit.ly/3FePPz8   Hurry! The offer ends on 31st January 2022.   You can also follow us on Facebook and LinkedIn for more information.   Facebook: https://bit.ly/3IN4AMz LinkedIn: https://bit.ly/3lVsL1t   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE   Got a topic you'd like us to cover? Drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au   CREDITS Host: Jessica Griffith Guests: Graeme Colley, Executive Manager, SMSF Technical & Private Wealth at SuperConcepts Benjamin Marshan, Head of Policy, Strategy and Innovation at the Financial Planning Association.     The information in this podcast is factual information only. It doesn't contain any financial advice or makes any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document including Terms and Conditions before deciding what's right for you.   See privacy information https://bit.ly/3E5H7Uf

To explore what 2022 has in store for SMSFs Jess recruits SMSF expert Nicholas Ali to discuss what key themes SMSF trustees and members should bear in mind for the coming year. With an impending budget and election, 2022 is set to be very interesting.   Subscribe to SMSF Adventures with SuperConcepts here: https://spoti.fi/3xFLLFd   LINKS Have you locked in your 2022 educational sessions? To help you with your SMSF training needs, we have curated a series of educational sessions available for you to join live or watch later at your convenience. https://bit.ly/34qb0l4   Special offer: Sign up for the first five webinars in 2022 and save 25%. Sign up for all ten and save 30%: https://bit.ly/3FePPz8 Hurry! The offer ends on 31st January 2022.   You can also follow us on Facebook and LinkedIn for more information.   Facebook: https://bit.ly/3IN4AMz LinkedIn: https://bit.ly/3lVsL1t   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE   Got a topic you'd like us to cover? Drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au   CREDITS Host: Jessica Griffiths Guests: Nickolas Ali, Executive Manager, SMSF Technical Specialist   The information in this podcast is factual information only. It doesn't contain any financial advice or makes any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document including Terms and Conditions before deciding what's right for you.   See privacy information https://bit.ly/3E5H7Uf

With the festive season upon us, Jess recruits SMSF expert Graeme Colley to discuss the concept of gifting superannuation contributions.   In this final episode for 2021, learn what is defined as a gift and how much a fund can receive as a gift. After all, it could be the perfect present for the person in your life who already has everything!   We look forward to seeing you in 2022 so tune in from 12 January for more SMSF Adventures with SuperConcepts. Merry Christmas and Happy New Year.   Subscribe to SMSF Adventures with SuperConcepts here: https://spoti.fi/3xFLLFd   LINKS Have you been collecting your free gifts over on our social media? The “SuperConcepts 12 days of Christmas” is in full swing so check our Facebook and LinkedIn pages throughout December to collect a series of great gifts including free webinar passes, discounts and unseen blooper footage.   Facebook: https://bit.ly/3IN4AMz  LinkedIn: https://bit.ly/3lVsL1t   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE    Got a topic you'd like us to cover? Drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au    CREDITS Host: Jessica Griffiths Guests: Graeme Colley, Executive Manager, SMSF Technical & Private Wealth   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document including Terms and Conditions before deciding what's right for you.   See privacy information https://bit.ly/3E5H7Uf 

There has been great uncertainty around indexation recently and we've seen this affects SMSFs through increased contribution limits and transfer balance caps. To explore what exactly this means for trustees and their ability to make contributions and create pension accounts, as well as how the different caps interact with each other, Jess speaks to SMSF expert Philip La Greca today. Subscribe to SMSF Adventures with SuperConcepts here https://spoti.fi/3xFLLFd   LINKS Have you ever wondered what happens to your super when you die? If so, register for tomorrow's trustee monthly webinar – “Death – what happens now?” Your trainer Nicholas Ali will explore how your fund is taxed on death and how pension assets are taxed. Register: https://bit.ly/3I228Bx This webinar is free for SuperConcepts clients so please speak to your CSM.   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au   CREDITS Host: Jessica Griffiths Guests: Philip Le Greca, Executive Manager, SMSF Technical & Strategic Services The information in this podcast is factual information only. It doesn't contain any financial advice or makes any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document including Terms and Conditions before deciding what's right for you. See privacy information https://bit.ly/3E5H7Uf

With new Director ID requirements now in place, Jess speaks to SMSF experts Anthony and Daniel to explore what this means for directors of corporate trustees. A transition period is in place until April next year but who do these changes affect, what is required and where do you start? This episode has those answers and more. Subscribe to SMSF Adventures with SuperConcepts here https://spoti.fi/3xFLLFd   LINKS To learn more about SMSF structures and the pros and cons of both corporate or individual trustees, register for our upcoming webinar on Thursday, November 25th. If you're a SuperConcepts client this webinar is free so just speak to your CSM. Click here: https://bit.ly/3qEceT1 Sign up to SuperMate before 31 December 2021 and pay no more than $120 per fund, per annum for the next generation of SMSF admin software for 12 months. Read more: https://bit.ly/2Y8MzWy   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au   CREDITS Host: Jessica Griffiths Guests: Anthony Cullen – Senior SMSF Technical Expert, SuperConcepts Daniel Ristoski – Executive Manager Quality and Training, SuperConcepts The information in this podcast is factual information only. It doesn't contain any financial advice or makes any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document including Terms and Conditions before deciding what's right for you. See privacy information here

FinTech – it's an evolving environment that continues to present exciting opportunities. With a new wave of technology revolutionising the superannuation industry, in this episode our resident tech guru, CTO Andy Forbes shares the latest technology impacting SMSFs and software providers alike. Subscribe to SMSF Adventures with SuperConcepts here https://spoti.fi/3xFLLFd   LINKS Sign up to SuperMate before 31 December 2021 and pay no more than $120 per fund, per annum for the next generation of SMSF admin software for 12 months. Read more: https://bit.ly/2Y8MzWy   CONNECT Become a member of our Facebook group and to join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au   CREDITS  Host: Jessica Griffiths Guest/s: Andy Forbes, CTO, SuperConcepts   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document including Terms and Conditions before deciding what's right for you.   See privacy information here  

Actuarial certificates form an important part of maximising SMSF tax benefits and can be required when trustees transition to retirement phase. In this episode you'll hear tips directly from Accurium's Head of Education, Mark Ellem, on claiming ECPI as well as an important update on the ECPI red tape reduction measures. Subscribe to SMSF Adventures with SuperConcepts here https://spoti.fi/3xFLLFd   LINKS Register for our upcoming Special Masterclass, Getting the most out of ECPI, on Tuesday October 26, 2021 https://bit.ly/3vpZakx   CONNECT Become a member of our Facebook group and to join in the conversation: https://bit.ly/3yOP8tE   Got a topic you'd like us to cover? Drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au   CREDITS  Host: Jessica Griffiths Guest/s: Mark Ellem, Accurium, Head of Education Garry Johnston, SuperConcepts, State Manager Queensland   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document including Terms and Conditions before deciding what's right for you.   See privacy information here  

There are many restrictions to moving investments out of an SMSF and it is often a pain point for trustees and advisers. For example, we were recently asked, "Can investments be transferred, rather than cash, in satisfaction of a benefit?" In this episode Jess speaks with SMSF expert, Graeme Colley, to answer this and look at what it means to satisfy super benefit requirements and the intricacies of doing so.  Subscribe to SMSF Adventures with SuperConcepts here https://spoti.fi/3xFLLFd   LINKS Register for our FREE webinar “SMSF strategies for advisers – how you can enhance your Client Value Proposition” on October 14, 2021 https://bit.ly/3D4uffZ   CONNECT Become a member of our Facebook group and to join in the conversation: https://bit.ly/3yOP8tE   Got a topic you'd like us to cover? Drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au   CREDITS  Host: Jessica Griffiths Guest/s: Graeme Colley, Executive Manager SMSF Technical & Private Wealth   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document including Terms and Conditions before deciding what's right for you.   See privacy information here  

The structure of an SMSF - either an individual or a corporate trustee - is one of the first important decisions trustees make. SMSF expert, Philip La Greca discusses how a corporate trustee structure works, the benefits of a corporate trustee and how it might suit your needs and what is required to both setup and change to a corporate trustee. Subscribe to SMSF Adventures with SuperConcepts here https://spoti.fi/3xFLLFd   LINKS Register for our upcoming webinar “The benefits of a corporate trustee structure in an SMSF” on September 28, 2021 https://bit.ly/2XEDDrP   CONNECT Become a member of our Facebook group and to join in the conversation: https://bit.ly/3yOP8tE   Got a topic you'd like us to cover? Drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au   CREDITS  Host: Jessica Griffiths Guest/s: Philip La Greca, Executive Manager SMSF Technical &  Strategic Services   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document including Terms and Conditions before deciding what's right for you.   See privacy information here  

SuperStream changes come in to effect on 1 October 2021 but what does that mean practically for you? Senior SMSF Technical Specialist, Anthony Cullen, discuss what you need to know and do to adhere to these new requirements. Subscribe to SMSF Adventures with SuperConcepts here https://spoti.fi/3xFLLFd   LINKS Register for our upcoming webinar “Property and SMSFs” on September 30, 2021 https://bit.ly/3sGd3tC   CONNECT Become a member of our Facebook group and to join in the conversation: https://bit.ly/3yOP8tE   Got a topic you'd like us to cover? Drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au   CREDITS  Host: Jessica Griffith Guest/s: Anthony Cullen, Senior SMSF Technical Specialist   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document including Terms and Conditions before deciding what's right for you.   See privacy information here  

AMP Capital's Chief Economist, Dr Shane Oliver, shares an outlook for the property market in Australia's major cities and SMSF specialist, Graeme Colley, provides commentary to help understand how you can incorporate these insights into your SMSF strategy. Subscribe to SMSF Adventures with SuperConcepts here https://spoti.fi/3xFLLFd   LINKS Register for our upcoming webinar “Property and SMSFs” on September 30, 2021 https://bit.ly/3sGd3tC   CONNECT Become a member of our Facebook group and to join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au   CREDITS  Host: Jessica Griffiths Guest/s: Dr Shane Oliver, Chief Economist, AMP Capital Graeme Colley, Executive Manger SMSF Technical & Private Wealth, Super Concepts   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document including Terms and Conditions before deciding what's right for you.   See privacy information here  

Geoff Rooney, Audit and Assurance Partner from BDO Australia joins us to discuss the importance of an SMSF audit and auditor independence.   Subscribe to SMSF Adventures with SuperConcepts here https://spoti.fi/3xFLLFd   LINKS Register for our upcoming webinar “SMSF Audit Report – Common Part A & B Qualifications” https://bit.ly/3CBuDTP   CONNECT Become a member of our Facebook group and to join in the conversation: https://bit.ly/3yOP8tE   Got a topic you'd like us to cover? Drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au   CREDITS  Host: Jessica Griffiths Guest/s: Geoff Rooney, Audit and Assurance Partner, BDO Australia   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document including Terms and Conditions before deciding what's right for you.   See privacy information here  

Our host, Jessica Griffith is joined by Nicholas Ali, Executive Manager SMSF Technical Support at SuperConcepts, to discuss how you can provide certainty for your beneficiaries and ensure the stability of your SMSF with succession planning.   Subscribe to SMSF Adventures with SuperConcepts here https://spoti.fi/3xFLLFd   LINKS Register for our upcoming webinar “Pensions – getting them right” https://bit.ly/2UL2J6n   CONNECT Become a member of our Facebook group and to join in the conversation: https://bit.ly/3yOP8tE   Got a topic you'd like us to cover? Drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au   CREDITS  Host: Jessica Griffiths Guest/s: Nicholas Ali, Executive Manager SMSF Technical Support, SuperConcepts   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document including Terms and Conditions before deciding what's right for you.   See privacy information here  

Join our host Jessica Griffith as she speaks to Graeme Colley, Executive Manager SMSF Technical and Private Wealth at SuperConcepts as they deep dive into how to prepare your SMSF for the new financial year.  Subscribe to SMSF Adventures with SuperConcepts here https://spoti.fi/3xFLLFd    LINKS  Register for our upcoming webinar “Pensions – getting them right” https://bit.ly/2UL2J6n    CONNECT  Become a member of our Facebook group and to join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au    CREDITS   Host: Jessica Griffiths  Guest/s: Graeme Colley, Executive Manager SMSF Techncial and Private Wealth, SuperConcepts    DISCLAIMER The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document including Terms and Conditions before deciding what's right for you.   See privacy information here   

Join Anthony Cullen and Phil La Greca as they deep dive into 2021 Budget and impact to SMSFs.

Tune into SMSF experts Phil La Greca and Graeme Colley as they get you up to speed on turbocharging your client's super contributions. You'll learn about the indexed caps from 1 July, how to use contribution reserving effectively, making the most of carry forward concessional contributions in unusual situations as well as post 65 contribution strategies.

SuperConcepts recently presented at the biggest industry event of the year, the SMSFA National Conference. Our experts Anthony and Nick break down all of the topics and issues discussed for you.

It is going to be a big year for SMSFs with a number of legislative and budget measures still to be determined in Federal Parliament. Several decisions are set to be made in Federal Parliament early in 2021 after they were left hanging when Federal Parliament broke over the Christmas holiday period. These included the Bring-Forward Rule for Non-Concessional Contributions, extending the number of members from four to six, Shutting down eligible rollover schemes as well as items that are yet to be legislated including removal of the actuarial certificate requirements for SMSFs that are 100% in pension phase with disregarded small fund assets and allowances to use the unsegregated method where an SMSF has 100% segregated assets for part of a financial year. What will be the outcomes? Join Philip La Greca and Graeme Colley and Nicholas Ali as they explore these legislative and budget changes and what might happen with them in the future.

On 27 October 2020, SuperConcepts hosted it's first online training day with SMSFPD Digital 2020. It was a jam-packed session covering essential SMSF issues such as legislative updates, contributions, divorce and COVID-19 audit requirements.  The open mic session allowed for some challenging attendee questions and we've selected the top 4 which created debate and discussion.

SMSF experts Anthony Cullen and Philip La Greca discuss investment strategies, in particular justifying investment choices and recording them within a strategy, also looking at the key considerations before putting one together.