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Home / Newsletter archive / October 2023 SMSF newsletter

October 2023 SMSF newsletter

Choosing an SMSF service provider
They may be referred to as DIY funds, but in practice most SMSF trustees will need at least some professional advice, from setting up their fund to the annual audit… Read more.
Choosing an SMSF service provider
They may be referred to as DIY funds, but in practice most SMSF trustees will need at least some professional advice, from setting up their fund to the annual audit… Read more.
Currency hedging for SMSFs
You may think currency hedging is too esoteric to worry about, but it can make a significant difference to your returns from global investments. Read more.
Currency hedging for SMSFs
You may think currency hedging is too esoteric to worry about, but it can make a significant difference to your returns from global investments. Read more.
SMSF loans: What are the SMSF borrowing rules?
The ability to borrow to invest gives SMSF trustees additional flexibility when choosing investment assets, but it’s not open slather. Strict rules apply. Read more.
SMSF loans: What are the SMSF borrowing rules?
The ability to borrow to invest gives SMSF trustees additional flexibility when choosing investment assets, but it’s not open slather. Strict rules apply. Read more.
SMSFs and estate planning: What fund members should consider and plan for
The second article in our four-part “SMSF and estate planning series” covers the key issues for trustees when it comes to estate planning within their self-managed fund. Read more.
SMSFs and estate planning: What fund members should consider and plan for
The second article in our four-part “SMSF and estate planning series” covers the key issues for trustees when it comes to estate planning within their self-managed fund. Read more.
Managing your SMSF through a recession
While fears of a looming recession may be receding, it’s still prudent for SMSF trustees to prepare for a period of slower economic growth. Read more.
Managing your SMSF through a recession
While fears of a looming recession may be receding, it’s still prudent for SMSF trustees to prepare for a period of slower economic growth. Read more.

Transition-to-retirement pensions: Strategies and benefits

Thursday 26 October 2023 at 11:00 am AEDT

In this webinar, Garth will take you through the key benefits of using a transition to retirement pension; from tax planning to achieving better estate planning outcomes. This webinar is a must for all readers approaching or considering retirement.

Find out more
Q&A: Can we use a recontribution strategy at 70 if we have a large transfer balance?
Q: Can a recontribution strategy work where an SMSF has 2 members aged 70 and 68 with current member balances of $1.7 million each and transfer balance caps of $1.6… Read more.
Q&A: Can we use a recontribution strategy at 70 if we have a large transfer balance?
Q: Can a recontribution strategy work where an SMSF has 2 members aged 70 and 68 with current member balances of $1.7 million each and transfer balance caps of $1.6… Read more.

October 28

Is your fund paying a retirement phase pension? Do any of the fund members have a transfer balance account? Have there been any transfer balance events? Remember, the requirement to report transfer balance account events no longer depends on the size of your members’ super balances. All unreported events that affect any of your members transfer balance accounts that occurred before 30 September 2023 must be reported by this date. This means you cannot report at the same time as your SMSF annual return (SAR) for the 2022–23 income year. 

Read more about the kinds of transfer balance events that need to be reported. 

October 28

BAS due if your fund is registered for GST. Note that if you use a tax agent to lodge your activity statements, then your agent may have access to the agent lodgement concession which will push your due date to 25th November 2023.

October 31

You need to lodge your annual return and auditor’s report by this date if you are a first timer or were a late filer last year.

Important: All information on SuperGuide is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether any information on SuperGuide is appropriate to you before acting on it. If SuperGuide refers to a financial product you should obtain the relevant product disclosure statement (PDS) or seek personal financial advice before making any investment decisions.

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