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Keep it Simple Super

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24.01.2022 #smsf #accounting #financialplanning

23.01.2022 #smsf #audit #accounting

21.01.2022 The best time to plant a tree is twenty years ago. The second best time is now.

19.01.2022 In December the Tax Practitioners Board focused on Outsourcing and Offshoring. It's important to understand the difference, in particular when a business markets an "Offshore" arrangement as an "Outsourced" one. If you want to find out what the right questions you need to ask to get the real story, download our e-book on the subject - https://keepitsimplesuper.com.au/ #smsf #bpo #superannuation #financialplanning #retirement

18.01.2022 Breaking News!!!!! A bill has been introduced to allow 10 member SMSF's from 1st July 2022. A spokesperson said What better way to improve a friendship than to combine your super with 9 of your friends and buy a property. What could go wrong? More here - https://en.wikipedia.org/wiki/April_Fools%27_Day ... #smsf #accounting #financialplanning

15.01.2022 Don't sit back and accept all the excuses again this year. If you have funds that you already know won't get there in time because of your current SMSF Admin providers turnaround times, reach out to us for help. www.keepitsimplesuper.com.au

12.01.2022 "You provide us details about products or services, your bank, ensurer or financial advisor has provided you with. Second step - we assess if you're eligable for a refund. Third step - if you are eligible, we then lodge a claim on your behalf. And lastly if successful you receive a remediation refund,"

11.01.2022 #Mondaymotivation #smsf #retirementplanning

09.01.2022 " it is the ATO’s view that to comply with the insurance requirements for collectables and personal use assets, the insurance policy must held be in the name of the SMSF, with the trustee as the legal owner of the policy (in their capacity as trustee)." #smsf #financialplanning #smsfaudit #retirementplanning

07.01.2022 "ARE YOU LOSING SUPER FUND CLIENTS BECAUSE YOU CANNOT RACE TO THE BOTTOM FAST ENOUGH?" Download your copy of True Cost of Offshoring for your list of 8 questions to ask when looking to outsource your SMSF Administration. https://mailchi.mp/keepitsimplesuper/true-cost-of-offshoring

07.01.2022 #smsf #accounting #business #financialplanning

07.01.2022 Just one small positive thought in the morning can change your whole day.

07.01.2022 #smsf #div7a #accounting #retirementplanning

05.01.2022 "Traditional portfolio investment approaches for superannuation may fail to meet the needs of retiree clients, a retirement investment expert has warned." https://smsmagazine.com.au//retirees-need-new-super-inves/

05.01.2022 Our Latest E-book is available for download. Visit www.keepitsimplesuper.com.au

03.01.2022 We hope everyone has a safe Easter break.

01.01.2022 THE POTENTIAL TAX AND FIRB IMPACTS ON YOUR ESTATE.