From all of us at Stellar, and Tribe Group, we wish you had a Merry Christmas and all the best for the New Year.
We will be sad to see Isobella leaving us for an exciting Graduate Program in the public service and wish her all the best, if you have queries and Isobella was your contact, please email us at firstname.lastname@example.org.
A reminder about our recent ATO Transfer Balance Cap (TBC) reporting requirements, please email us if you will be commencing pensions, stopping pensions, paying off Limited Recourse Borrowing Arrangements and so on, we can ensure we report to the ATO on time to avoid penalties.
May is our lodgment time for most of our clients so we will be busy getting all work done by the end of April, so we can spend May and June looking at tax strategies for your Fund.
I, in February, will be speaking at the SMSF Association national conference, attended by approximately 1,800 professionals. I look forward to representing Tribe in such a prestigious environment.
I am also pleased to announce that I have received both the NSW SMSF Adviser or the year and Institute of Public Accountants (IPA) accountant of the year.
Director of Stellar Super