SMSF News and Strategies Podcast Show · Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

SMSF NS132:SMSF health check for your fund

·19 min·1 clip
Chris Reid identifies the accidental 'loan to member' as the most alarming compliance breach for the Australian Taxation Office.
Hosts Chris Reid and Sarah Power conduct a comprehensive 'health check' for self-managed super funds (SMSFs), covering critical compliance deadlines, common pitfalls like outdated deeds and accidental loans to members, and reviewing contribution and estate planning strategies. They emphasize the importance of regular reviews to avoid ATO penalties and maximize retirement benefits.

As heard by us

A practical SMSF compliance check that keeps attention on the mistakes trustees cannot afford to miss.

Chris Reid and Sarah Power walk through an SMSF health check with a practical, no-drama focus. They keep coming back to the mistakes that actually trigger problems: early access, missed reporting, related-party issues, and the paperwork gaps that can trip up unlisted companies…

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Why you'd press play

Need a clean SMSF health check before small mistakes turn into ATO trouble?

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