Posts

Disregarded Small Fund Assets

83 | Disregarded Small Fund Assets

A fund has disregarded small fund assets when a member's TSB in retirement phase exceeds $1.6m. Melanie Dunn of Accurium will tell you why this is relevant.

Class SMSF Benchmark Report June 2018

76 | Class SMSF Benchmark Report June 2018

The Class SMSF Benchmark Report 2018 looks at the effects of the super reform up to now. Here is Kevin Bungard of Class with the details.

Future SMSF Practices

70 | Future SMSF Practices

What will future SMSF practices look like? How will they grow and adapt? We asked Aaron Dunn of Smarter SMSF to give us an insight.

Digital Financial Advice

66 | Digital Financial Advice

We all need to decide where we stand regarding financial advice. One option is to engage a digital financial advice platform. Jim Hennington of ASAP has more.

the story of class

54 | The Story of Class

The Story of Class is not just about Class. It is also a story about the SMSF industry and us. Kevin Bungard of Class will tell you how it all started.

SMSF Update

53 | SMSF Update

The super reform is done and dusted, but some issues still raise their head. Daniel Mikhail of Partners Wealth Group will discuss those with you.

online SMSF auditing software

45 | Online SMSF Auditing Software

Online SMSF auditing software is the way of the future. Manoj Abichandani of onlinesmsfaudit.com.au will tell you why and how.

Offshoring to the Philippines

44 | Offshoring to the Philippines

Offshoring has a negative connotation. But it doesn't have to be this way. Mike O'Hagan of Mike's Buiness Tours will show you the options you have.

December 2017 Class Benchmark Report

31 | Class SMSF Benchmark Report December 2017

The December 2017 Class SMSF Benchmark Report is a great read.  Kevin Bungard of Class will share valuable insights with you.

bgl

27 | The Story of BGL

How did BGL start? Where is it now? And where to from here? Ron Lesh of BGL will take you from the past to the future.

events based reporting

14 | Events Based Reporting Turnaround

Events based reporting experienced an impressive turnaround. In this episode Ron Lesh of BGL will tell you how this came about.

Articles

27 | Xero Bank Rules

Xero bank rules were a mystery to us. So we dug deeper, got to understand the issue and unearthed common mistakes. And yes, we made every one of these.