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SMSF News and Strategies Podcast Show

Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

The SMSF News and Strategy Podcast Show is a monthly podcast hosted by Chris Reed from Business Concepts Group (BCG). It includes discussions on all the latest news and issues around SMSF and Superannuation. The series provides information and education around the strategies now available to you and your SMSF and new strategies as they become available.

95 - SMSF NS117: Year end SMSF planning strategies

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95 - SMSF NS117: Year end SMSF planning strategies
In this latest episode, we discuss Year end SMSF planning strategies.
Mon, 29 Apr 2024 - 17min
94 - SMSF NS116 : The ATO focus on illegal early access of super, as well as SMSF documentation and disputes
In this episode, we discussed the ATO focus on illegal early access of super, as well as SMSF documentation and disputes.
Tue, 02 Apr 2024 - 19min
93 - SMSF NS115 : The contribution cap indexation, the new $3m tax, and how SMSF’s are helping women close the super gap
In this episode, we discussed the contribution cap indexation, the new $3m tax, and how SMSF's are helping women close the super gap.
Thu, 29 Feb 2024 - 16min
92 - SMSF NS114 : The new NALE rules, related party LRBA’s and a year end wrap up
In this episode, we discussed The new NALE rules, related party LRBA's and a year end wrap up.
Fri, 08 Dec 2023 - 15min
91 - SMSF NS113 : Death Benefit Nominations and the taxation of super death benefits
In this episode, we discussed the Death Benefit Nominations and the taxation of super death benefits.
Tue, 31 Oct 2023 - 21min
90 - SMSF NS112: The big myths of super
In this episode, we discussed the big myths of super.
Mon, 02 Oct 2023 - 20min
89 - SMSF NS111: The items to look at for a quick review of your SMSF
In this episode, we discussed the items to look at for a quick review of your SMSF.
Tue, 29 Aug 2023 - 17min
88 - SMSF NS110: The super changes that commenced on 1st July 2023
In this episode, we discussed the super changes that commenced on 1st July 2023.
Fri, 21 Jul 2023 - 18min
87 - SMSF NS109: Year End SMSF Planning
In this episode, we discussed the 2023 federal budget.
Tue, 30 May 2023 - 16min
86 - SMSF NS108: The 2023 Federal Budget
In this episode, we discussed the 2023 federal budget.
Thu, 11 May 2023 - 15min
85 - SMSF NS107: New $3m super tax and SMSF documentation
In this episode, we discussed the new $3m super tax and SMSF documentation.
Thu, 23 Mar 2023 - 14min
84 - SMSF NS106: International Women’s Day and Some of the financial issues that women face
In this episode, we discussed International Women's Day and Some of the financial issues that women face.
Mon, 20 Feb 2023 - 22min
83 - SMSF NS105: The latest SMSF news updates
In this episode, we discussed the latest SMSF news.
Wed, 21 Dec 2022 - 12min
82 - SMSF NS104: SMSF Estate Planning
In this episode, we discussed about SMSF estate planning.
Thu, 24 Nov 2022 - 24min
81 - SMSF NS103: The Federal Budget
In this episode, we discuss the 2022-23 federal budget.
Thu, 27 Oct 2022 - 15min
80 - SMSF NS102: Re-contribution strategies
In this episode, we discussed re-contribution strategies.
Thu, 25 Aug 2022 - 15min
79 - SMSF NS101: The New Financial Year, New Contributions changes and Year End reporting requirements
In this latest episode, we discussed the new financial year, new contributions changes and year end reporting requirements.
Thu, 21 Jul 2022 - 15min
78 - SMSF NS100: Yearend documentation review and sticking to the principals for investment success
In this latest episode, we discussed yearend documentation review and sticking to the principals for investment success
Thu, 16 Jun 2022 - 17min
77 - SMSF NS099 : The year end contribution planning
In this episode, we discuss the year end contribution planning.
Thu, 19 May 2022 - 18min
76 - SMSF NS098 : The 2022 Federal Budget, and employer share offers
In this episode, we discuss the2022 Federal Budget, and employer share.
Thu, 31 Mar 2022 - 10min
75 - SMSF NS097 : Recent changes to legislation
In this episode, we discuss the recent changes to legislation.
Tue, 22 Feb 2022 - 17min
74 - SMSF NS096 : The latest SMSF updates and the biggest myths with superannuation and your death
In this episode, we discuss the latest SMSF updates and the biggest myths with superannuation and your death.
Thu, 16 Dec 2021 - 15min
73 - SMSF NS095: Issues with crypto and changes to downsizer and non-concessional contributions
In this episode, we discuss the latest SMSF updates, issues with crypto and changes to downsizer and non-concessional contributions.
Thu, 25 Nov 2021 - 16min
72 - SMSF NS094: The latest SMSF updates
In our latest episode, we discuss the latest SMSF updates, as well as the new director identification number requirements.
Thu, 28 Oct 2021 - 18min
71 - SMSF NS092: Paperwork and record keeping requirements for the new financial year
In our latest episode, we discuss paperwork and record keeping requirements for the new financial year.
Wed, 25 Aug 2021 - 16min
70 - SMSF NS091: 6 Member Funds
In our latest episode, we discuss 6 member funds.
Mon, 02 Aug 2021 - 13min
69 - SMSF NS093: Contribution strategies with the new caps
In our latest episode, we discuss contribution strategies with new caps.
Wed, 22 Sep 2021 - 13min
68 - SMSF NS090: Final Year End Planning
In our latest episode, we discuss final year end planning.
Thu, 17 Jun 2021 - 17min
67 - SMSF NS088: Year End Contribution Planning and Strategies
In our latest episode, we discuss Year End Contribution Planning and Strategies.
Mon, 03 May 2021 - 18min
66 - SMSF NS087: The indexation of the contributions caps
In our latest episode, we discuss the indexation of the contributions caps.
Thu, 18 Mar 2021 - 19min
65 - SMSF NS086: The indexation of the transfer balance cap and the total super balance
In our latest episode, we discuss the indexation of the transfer balance cap and the total super balance.
Tue, 16 Feb 2021 - 13min
64 - SMSF NS085: What will you do differently next year
In our latest episode, we discuss what will you do differently next year.
Mon, 14 Dec 2020 - 19min
63 - SMSF NS84: Contribution Strategies
In our latest episode, we discussed contribution strategies.
Wed, 25 Nov 2020 - 20min
62 - SMSF NS83: The latest SMSF News and the 2020 Federal Budget
In our latest episode, we discuss The latest SMSF News and the 2020 Federal Budget.
Wed, 21 Oct 2020 - 11min
61 - SMSF NS82: The latest SMSF news
In our latest episode, we discuss the latest SMSF news.
Mon, 07 Sep 2020 - 12min
60 - SMSF NS81: The latest SMSF news and the new financial year
In our latest episode, we discuss the latest SMSF news and the new financial year.
Wed, 29 Jul 2020 - 13min
59 - SMSF NS80: SMSF and Super updates and final year-end planning considerations
In our latest episode, we discuss SMSF and Super updates and final year-end planning considerations.
Fri, 19 Jun 2020 - 11min
58 - SMSF NS 079: Financial year-end planning
In our latest episode, we discuss financial year end planning.
Wed, 20 May 2020 - 12min
57 - SMSF NS078: The latest on the Corona Virus measures and what SMSF trustees should be looking at
In our latest episode, we discuss the latest on the Corona Virus measures and what SMSF trustees should be looking at.
Tue, 21 Apr 2020 - 10min
56 - SMSF NS077: Corona Virus and the government support measures
In our latest episode, we discuss the Corona Virus and the government support measures.
Fri, 27 Mar 2020 - 12min
55 - SMSF NS076: The latest SMSF news to start 2020
In our latest episode, we discuss the latest SMSF news to start 2020.
Tue, 03 Mar 2020 - 17min
54 - SMSF NS075: The Year in Review
In our latest episode, we discussed the year in review.
Mon, 16 Dec 2019 - 14min
53 - SMSF NS074: Downsizer contributions
In our latest episode, we discussed downsizer contributions.
Tue, 19 Nov 2019 - 13min
52 - SMSF NS073: Property investing in an SMSF
In our latest episode, we discussed about Property investing in an SMSF.
Wed, 23 Oct 2019 - 16min
51 - SMSF NS072: The latest SMSF News
In our latest episode, we discussed about the latest SMSF news.
Mon, 30 Sep 2019 - 14min
50 - SMSF NS071: The latest ATO news as well as tax strategies for your SMSF
In this latest episode, we discussed the latest ATO news as well as tax strategies for your SMSF.
Thu, 29 Aug 2019 - 11min
49 - SMSF NS070: Year End Documentation
In our latest episode, we discussed Year-end documentation.
Tue, 30 Jul 2019 - 13min
48 - SMSF NS069: Strategies to consider for your SMSF
In our latest episode, we discuss strategies to consider for your SMSF.
Wed, 19 Jun 2019 - 17min
47 - SMSF NS068: Year End Planning for your fund
In our latest episode, we discuss regarding Year End Planning for your fund.
Wed, 22 May 2019 - 16min
46 - SMSF NS067: 2019 Federal Budget
In our latest episode, we discuss the 2019 Federal Budget.
Thu, 11 Apr 2019 - 14min
45 - SMSF NS066: Strategies to consider to counteract labours Franking Credit Policy
In our latest episode, we discuss strategies to consider to counteract labours Franking Credit Policy.
Thu, 28 Mar 2019 - 18min
44 - SMSF NS065: All that is going on in the first half of 2019, plus the Banking Royal Commission
Belated Happy New Year everyone!
In our latest episode, we discuss all that is going on in the first half of 2019, plus the Banking Royal Commission.
Thu, 14 Feb 2019 - 13min
43 - SMSF NS064: Review of 2018, go a quick year-end checklist and look ahead to 2019
In our latest episode, we discuss a general update and a year-end review for 2018 and a look ahead to 2019.
Fri, 14 Dec 2018 - 15min
42 - SMSF NS063: The Latest SMSF News Including the 3 Year Audit Cycle, SMSF Lending and Extension for Superstream
In our latest episode, we discuss the latest SMSF news including the 3-year audit cycle, SMSF lending and the extension for superstream.
Fri, 21 Sep 2018 - 15min
41 - SMSF NS062: SMSF and Family Law Issues on Relationship Breakdown
In our latest episode, we discuss SMSF and family law issues on relationship breakdown.
Tue, 28 Aug 2018 - 25min
40 - SMSF NS061: Your Year End Checklist for your SMSF Accounts Prep and Audit
In our latest episode, a year-end checklist for your SMSF accounts prep and audit.
Fri, 24 Aug 2018 - 15min
39 - SMSF NS060: Year End Planning for your SMSF
In our latest episode, we discuss the Year End Planning for your SMSF.
Fri, 08 Jun 2018 - 16min
38 - SMSF NS059: The 2018 Federal Budget
In our latest episode, we discuss the 2018 Federal budget.
Fri, 18 May 2018 - 13min
37 - SMSF NS058: Top Compliance Mistakes made by SMSF Trustees
In our latest episode, we discuss the top compliance mistakes made by SMSF trustees.
Thu, 12 Apr 2018 - 20min
36 - SMSF NS057: The Key Takeaways from the 2018 SMSF Association Conference
In our latest episode, we discuss the key takeaways from the 2018 SMSF association conference.
Mon, 19 Mar 2018 - 22min
35 - SMSF NS056: All the Latest SMSF News for the Start of 2018
In our latest episode, we discuss all the latest SMSF news for the start of 2018.
Mon, 12 Feb 2018 - 20min
34 - SMSF NS055: SMSF News and also an End of Year SMSF Checklist
In our latest episode, we discuss the latest SMSF news and also news and also an end of year SMSF checklist.
Wed, 20 Dec 2017 - 17min
33 - SMSF NS054 : SMSF News and also discuss some of the latest issues with lending within an SMSF
In our latest episode, we discuss the latest SMSF news and also discuss some of the latest issues with lending within an SMSF.
Mon, 27 Nov 2017 - 18min
32 - SMSF NS053 : SMSF Estate Planning in Light of the New Super Rules
In our latest episode, we discuss the latest SMSF news as well as the need for members to review their estate planning in light of the new super rules.
Tue, 24 Oct 2017 - 18min
31 - SMSF NS052 : The Latest SMSF News as well as the Benefits and Strategies for Members of a Couple to Equalise their Account Balances Under the New Super Rules
In our latest episode, we discuss the latest SMSF news as well as the benefits and strategies for members of a couple to equalise their account balances under the new super rules.
Tue, 19 Sep 2017 - 16min
30 - SMSF NS051 : The Latest SMSF News as well as Tax Saving Pension Strategies Under the New Super Rules
In our latest episode, we discuss the latest SMSF news as well as tax saving pension strategies under the new super rules.
Wed, 23 Aug 2017 - 15min
29 - SMSF NS050 : Welcome to 2018 Financial Year
In our latest episode, we discuss welcome to 2018 financial year.
Thu, 20 Jul 2017 - 18min
28 - SMSF NS049 : The Top ten Reasons to have a Sole Purpose Corporate Trustee for your Fund
In our latest episode, we discuss the top 10 reasons to have a sole purpose corporate trustee for your fund.
Wed, 14 Jun 2017 - 19min
27 - SMSF NS048: Part two of our End of Financial Year Planning SMSF’s and a Quick 2017 Federal Budget
In our latest episode, we bring you part two of our end of financial year planning SMSF's and a quick 2017 federal budget.
Wed, 24 May 2017 - 20min
26 - SMSF NS047: Part One of our End of Financial Year Planning Checklists for SMSF’s
In our latest episode, we bring you part one of our end of financial year planning checklists for SMSF's.
Tue, 25 Apr 2017 - 20min
25 - SMSF NS046: The ATO’s Top Compliance Issues, Plus Decisions SMSF Trustees Need To Make Relating To The Super Changes
An update on the ATO's top compliance issues, plus decisions SMSF trustees need to make relating to the super changes.
Thu, 23 Mar 2017 - 24min
24 - SMSF NS045: Some Aged Based Issues to Consider, a Review of Fund Estate Planning
An update on some aged based issues to consider, a review of fund estate planning.
Wed, 22 Feb 2017 - 21min
23 - SMSF NS044: A Year End Review for your SMSF
An update on a year end review for your SMSF and the key areas to look at.
Thu, 15 Dec 2016 - 19min
22 - SMSF NS043: The Strategies to Consider and Issues to Review in Relation to the Super changes
An update on the strategies to consider and issues to review in relation to the super changes.
Thu, 24 Nov 2016 - 23min
21 - SMSF NS042: Strategy Issue Announced by the Government
An update on Strategy Issue Announced by the Government.
Tue, 18 Oct 2016 - 13min
20 - SMSF NS041: The Latest Update on the Superannuation Changes Announced by the Government
An update on the latest update on the superannuation changes announced by the Government.
Tue, 20 Sep 2016 - 19min
19 - SMSF NS040: Your SMSF documentation and what it really says, death benefit issues, small business contribution strategies and have a look at whether a TTR is still worthwhile
An update on your SMSF documentation and what it really says, death benefit issues, small business contribution strategies and have a look at whether a TTR is still worthwhile.
Tue, 16 Aug 2016 - 30min
18 - SMSF NS039: ATO audit target for 2016, a post election budget discussion and year end paperwork
An update on ATO audit target for 2016, a post election budget discussion and year end paperwork.
Tue, 19 Jul 2016 - 17min
17 - SMSF NS038: Year End Planning for your SMSF
An update on Year End Planning for your SMSF.
Tue, 14 Jun 2016 - 22min
16 - SMSF NS037: The 2016 Federal Budget and Changes to Super
An update on the 2016 Federal Budget and the Changes to Super.
Thu, 12 May 2016 - 35min
15 - SMSF NS036: Superannuation Thresholds and Pre-Budget Whispers
This episode discusses the changes to superannuation thresholds and some strategies around them, as well as some pre-budget whispers.
Fri, 15 Apr 2016 - 13min
14 - SMSF NS035: ATO Focusing on SMSF Common Issues
In our latest episode we discuss updates we hear from the ATO regarding common issues they are seeing with SMSF's and area's that the ATO is focusing on.
Fri, 18 Mar 2016 - 21min
13 - SMSF NS 034: Latest ATO statistics and current SMSF compliance issues
An update on the latest ATO statistics as well as a look at the current SMSF compliance issues.
Tue, 16 Feb 2016 - 21min
12 - SMSF NS 033: Year End Review
In our latest episode we discuss a year end review including compliance issues, strategies and Estate Planning.
Fri, 11 Dec 2015 - 14min
11 - SMSF NS 032: Government’s Response to Financial System Enquiry
In our latest episode we discuss the government's response to the financial system enquiry and the top 5 hot audit issues for this year.
Fri, 13 Nov 2015 - 17min
10 - SMSF NS 031: Current Issues with SMSF’s Borrowing
Updates on some of the current issues with SMSF's borrowing, and the 30 June 2016 deadline for funds with collectables.
Mon, 19 Oct 2015 - 20min
9 - SMSF NS 030_SMSF Estate Planning Gone Wrong
An update on how SMSF Estate Planning can go wrong and a look at actual court cases.
Fri, 18 Sep 2015 - 16min
8 - SMSF NS 029: ATO Activity Around SMSFs
Some of the recent ATO activities around SMSFs and some tips to keep you out of trouble with your Fund.
Wed, 26 Aug 2015 - 17min
7 - SMSF NS 028: Welcome to the 2016 Financial Year
Welcome to the 2016 Financial Year. Review the SMSF Trustee checklist to collate key information. This episode will also go through a review of SMSF documentation in particular around Estate Planning.
Mon, 20 Jul 2015 - 16min
6 - SMSF NS 027: Actions to Take Before the End of the 2015 Financial Year
Preparing for the end of the 2015 Financial Year.
Sat, 20 Jun 2015 - 19min
5 - SMSF NS 026: 2015 Budget Special and Superannuation
2015 Budget special noting that for Superannuation, there weren't many changes.
Wed, 20 May 2015 - 10min
4 - SMSF NS 025: ATO Activities
A discussion of recent ATO activities and in particular around the Auditor/ actuary contravention report (ACR).
Thu, 30 Apr 2015 - 16min
3 - SMSF NS 024: Audit Issues and Trends Around SMSF Growth
A look at the audit issues around Self-Managed Super Funds, trends in SMSF growth and some of the latest statistics as well as a discussion on the latest in Superannuation.
Fri, 20 Mar 2015 - 15min
2 - SMSF NS 023: Latest Statistics on SMSFs and Recent ATO Views
Discussion covering the latest statistics on SMSFs and the recent ATO views on related party loans.
Fri, 20 Feb 2015 - 17min
1 - SMSF NS 022: Financial System Inquiry Report
This first show for 2015 recaps the financial system inquiry report which was recently released and notes key points which can affect SMSFs.
Tue, 20 Jan 2015 - 16min

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