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ATO Update (July 2024)

Date: July 4, 2024
Categories: Monthly Update
SMSF Independent Auditor's Report UpdatedThe ATO Self-Managed Superannuation Fund (SMSF) Independent Auditor's Report has now been updated.ATO has made an important change to the SMSF Independent Auditor's Report.The reference to Auditing Standard ASQC has been removed from Part B of the repo ...
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ATO Update (June 2024)

Date: June 10, 2024
Categories: Monthly Update
Is your SMSF a Trust Beneficiary?If your SMSF is a trust beneficiary from 1 July 2024 there will be changes to your reporting.Income tax reporting changes delivered under the Modernisation of Trust Administration System (MTAS) project will come into effect on 1 July 2024 for your 2023–24 Se ...
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ATO Update (May 2024)

Date: May 7, 2024
Categories: Monthly Update
Did you miss your lodgment due date?Contact ATO or speak to your tax professional now if your 2023 SAR has not been lodged.If you missed your Self-Managed Super Fund (SMSF) Annual Return (SAR) lodgment due date of 28 February, it is important to get on top of things now.Your SMSF is required ...
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ATO Monthly Update (April 2024)

Date: April 9, 2024
Categories: Monthly Update
Quarterly TBAR lodgment ReminderIf you had Transfer Balance Account events in the last quarter you must lodge a TBAR by 28 April 2024.Self-Managed Super Funds (SMSFs) must report certain events that affect members Transfer Balance Account (TBA) quarterly using Transfer Balance Account Reporti ...
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ATO Update (March 2024)

Date: March 8, 2024
Categories: Monthly Update
Highlights: SMSF quarterly statistical report December 2023ATO Self-Managed Super Fund quarterly statistical report – December 2023 is now available. It provides our latest statistics on the Self-Managed Super Fund (SMSF) sector.Highlights include:There are 614,705 SMSFs.There are 1, ...
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ATO Update (February 2024)

Date: February 5, 2024
Categories: Monthly Update
Financial Advice Registration Requirement ExtendedASIC has registered the ASIC Corporations (Amendment) Instrument 2023/730 (the "Amending Instrument"). The Amending Instrument puts in place further interim measures to delay the requirement (the "Registration Requirement") for "Relevant Provi ...
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ATO Update (January 2024)

Date: January 8, 2024
Categories: Monthly Update
Quality of Advice Review: Final Government response releasedThe Government has issued its final response to the Quality of Advice review report. The Quality of Advice review report, prepared by Michelle Levy and released on 8 February 2023, included 22 recommendations aimed at making financia ...
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ATO Update (December 2023)

Date: December 11, 2023
Categories: Monthly Update
SMSFs investing in propertyIf you're considering buying property using your Self-Managed Super Fund (SMSF) it's important you understand the rules relating to SMSFs and property.Firstly, the property can only be used for providing retirement benefits to the SMSF members otherwise it will brea ...
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ATO Update (November 2023)

Date: November 6, 2023
Categories: Monthly Update
Alert for changes made to your SMSFIf you make changes to your SMSF ATO will send you an alert for changes made to SMSF information.ATO may send you an alert via email or text message when:>you register a new SMSF>you change an existing SMSF'sFinancial institution account detailsElectro ...
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ATO Update (October 2023)

Date: October 4, 2023
Categories: Monthly Update
Financial Advice Education Standards Legislation passed‘The Bill delivers the Government’s election commitment to better recognise the experience of long-serving advisers by removing the tertiary education requirement for advisers with 10 years’ experience, a clean disciplinary record w ...
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