SMSFs with Crypto and Property as Single Investments
The ATO will be writing to SMSFs that have all their retirement savings tied up in CryptoCurrency and Property. This is an interesting article from the Australian.
Tag Archives: Brooke
Women in Finance Awards 2019 – Finalist Accountant of the Year
Brooke Hepburn-Rogers has been named a finalist in the Women in Finance Awards for Accountant of the Year.
The Coalition wins a third term – your superannuation policy update
The Coalition Government has been re-elected in the 2019 Federal Election, with a small majority of seats in the House of Representatives, after taking a policy of stability for superannuation to the election.
On 1 July 2019 your insurance cover may be changing!
In February this year, the Government passed legislation which prevents trustees of APRA-regulated funds from providing insurance to members with inactive superannuation accounts, unless a member has directed otherwise.
It is a common practice for many individuals with an SMSF to also have a secondary APRA-regulated fund which provides them with insurance.
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
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.
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).
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.
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.
Personal Superannuation Contributions – 10% rule repealed
Personal Superannuation Contributions – 10% rule repealed
With the end of the financial year fast approaching, it is time to start thinking about income tax deductions.
Under the new Government changes to super, effective 1 July 2017, the 10% maximum earnings condition for personal superannuation contributions was removed for the 2017-18 and future financial years.
