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Techspot is where you will find dates for upcoming live technical webinars, SMSF Technical articles, and self-paced micro learning modules. Missed a past webinar? No worries, you’ll find the recordings here.
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TechSpot
Access our resources for SMSFs, including calculators, recordings and webinars, and easy-to-understand articles
explaining current SMSF technical topics.
When is an Actuarial Certificate not required?
The concept of when an Actuarial Certificate is not required might seem simple and obvious however just like most things in the SMSF industry there are a lot of “ifs”…
Cheat Sheet for Winding Up an SMSF
Trust Deed & Meeting with Trustees Read trust deed to see if there is information about winding up the SMSF Hold a meeting with Trustees to ensure they all agree…
Can I claim ECPI after the death of a pension member?
William Q: I have a two member SMSF whereby one of the members is receiving a non-reversionary retirement phase income stream. On 20 September 2022, the member receiving the retirement…
What is the Bring-Forward Arrangement and how does it work?
Are you looking for a way to add a large sum of money into your SMSF without any tax implications? Well, taking advantage of the Bring-Forward Arrangement might be your…
Are full accumulation periods 100% taxable?
Q: I have a fund that starts off the year in full accumulation phase and then moves into full retirement phase on 1 January 2023. After that, a member receives…
Why is everyone talking about Non-Arm’s Length Expenses?
There has been a lot of chatter about non-arm’s length expenses in the industry lately and sometimes it is hard to keep up with it all, so let us summarise…