Tag Archives: BHR

Stellar Super Pty Ltd and Brooke Hepburn-Rogers have been shortlisted for SMSF and Accounting Awards 2018

The adviser and firm from Canberra are officially in the running to take home 4 awards at the prestigious SMSF and accounting event of the year.

Stellar Super joins the roster of finalists to win SMSF Firm of the Year at the SMSF and Accounting Awards 2018. The first-of-its-kind, the nationwide industry event recognises state-based performance in SMSF and accounting professions across Australia.

Brooke Hepburn-Rogers is a finalist to win:

– SMSF Adviser of the Year

– SMSF Accounting Professional of the Year – Metro

– SMSF Specialist Accountant of the Year

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Women in Finance Awards 2018

Brooke has been shortlisted, the second year running, for the prestigious Women in Finance Awards, partnered by NAB, and is in the running to take out one of Australia’s top industry awards, for SMSF Adviser of the Year.

In its second year, the Women in Finance Awards, which covers 28 categories, highlights the outstanding work of women within financial services and puts them on a national stage to support the continuing growth and development of women in the financial arena.

The winners will be announced at a black-tie awards dinner on Thursday, 20 September at The Star, Sydney.


End of the financial year – is your SMSF ready?

With the end of the financial year fast approaching, now is the perfect time to ensure everything is in place for your SMSF before 30 June. The following are some superannuation strategies that you might want to know more about to get the best out of your SMSF.

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GST Registration

Over my 18 years of experience within the industry, I have seen Trustees incorrectly accounting for the Goods and Services Tax (GST) within their self-managed superannuation fund (SMSF).

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Transfer Balance Cap reporting – what does it mean for you?

From 1 July 2017, superannuation fund members are subject to a $1.6 million transfer balance cap (TBC) which limits the tax exemption for assets funding superannuation pensions.

The TBC encompasses a significant amount of monitoring for an individual.  This monitoring is to be facilitated by the Australian Taxation Office’s (ATO) event-based reporting framework.

Event-based reporting is a significant shift in SMSF administration processes. Therefore, it is essential SMSF trustees understand the event-based reporting framework and get it right.

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Accountants Daily Australian Accounting Awards 2018

Brooke Hepburn-Rogers and Stellar Super Pty Ltd have been shortlisted for the prestigious Accountants Daily Australian Accounting Awards 2018.

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Accountants Daily Australian Accounting Awards 2018

Brooke Hepburn-Rogers and Stellar Super Pty Ltd has been shortlisted for the prestigious Accountants Daily Australian Accounting Awards 2018.

Brooke Hepburn-Rogers and Stellar Super have been shortlisted as a finalist to win 2 awards in the Superannuation Specialist Accountant of the Year and SMSF Firm of the Year at the 2018 Australian Accounting Awards, hosted by Accountants Daily.

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Franking credits and your SMSF

You may have noticed significant media coverage recently regarding the Australian Labor Party’s proposed policy to stop SMSFs from receiving tax refunds for the franking credits they receive in conjunction with the dividends paid from Australian companies they own.

First of all, what are franking credits and how do they benefit SMSFs?

Under the Australian tax system companies pay 30 per cent tax on their profits. When these profits are then passed on to their shareholders in the form of dividends, the company also hands the shareholders a credit for the tax the company has already paid (the “franking credit”). The individual shareholder then pays tax on the profit they received from the company less the credit for the tax the company has already paid.  The franking credit ensures that the company profits are taxed at a shareholder’s marginal tax rate.

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Property and my SMSF

The directly held property makes up approximately 19% of all SMSF assets, indicating that many SMSF trustees consider it’s an important and significant part of a diversified portfolio. There are numerous strategies and ways for property to form part of an SMSF’s investments and each must be carefully considered.
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Shield Wealth and Stellar Super, in conjunction with Paul Salinas, from Campbell & Co Lawyers are hosting boardroom sessions in March.

Estate planning is a subject that we don’t like to think about but in its simplest form, it is just about ensuring peace of mind. It is about making sure that the investments you make now are passed on to your family or beneficiaries in the most effective way.

Developing an effective estate plan will ensure that:

• Any tax payable is minimised

• The ownership of assets passes to the right beneficiaries

• The assets are protected if any beneficiary has any legal issues

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