SMSF News and Strategies Podcast Show

SMSF News and Strategies Podcast Show episode 134 focuses on contribution strategy after the 1 July changes, including the super guarantee rising to 12% and the transfer balance cap moving to $2 million.

This episode discusses year-end planning for self-managed super funds, including ATO statistics and strategies before the financial year ends.

This episode covers two major areas of ATO focus for self-managed super funds: the crackdown on illegal early access to superannuation, including common mistakes and severe penalties, and the critical importance of flawless SMSF documentation to avoid disputes and invalidate benefits.

Chris Reid and Sarah Power discuss the most common SMSF audit issues emerging from 2024, including mandatory annual asset valuations, increased requirements for property title searches, proper insurance documentation, and correct asset ownership naming conventions.

Hosts Chris Reid and Sarah Power detail the key superannuation changes that took effect on July 1, 2023, including a significant increase in the transfer balance cap to $1.9 million and the end of COVID-era minimum pension reductions.

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'health check' for self-managed super funds (SMSFs), covering critical compliance deadlines, common pitfalls like outdated deeds and accidental loans to members, and reviewing contribution and estate planning strategies.

Hosts Chris Reid and Sarah Power provide a concise year-end checklist for Self-Managed Super Fund (SMSF) trustees, covering critical deadlines, contribution strategies, pension requirements, and compliance tasks for the June 30 financial year end and July 1 new year start.

Hosts Chris Reid and Sarah Powell deliver a news-focused episode covering key updates for self-managed super fund trustees.

The hosts break down major changes to the proposed Division 296 super tax, including the scrapping of unrealized gains taxation and the introduction of new $3M and $10M thresholds.

SMSF News and Strategies Podcast Show episode 125, “SMSF Property Compliance,” focuses on the rules that apply when a self-managed super fund owns property, with Chris Reid and Sarah Powell warning that sole purpose test issues, NALI, market value, and property development can all create problems.

Chris Reid and Sarah Powell tackle a couple of the myths people keep repeating about superannuation.

Chris Reid and Sarah Power use SMSF NS123 to walk through common compliance mistakes that the ATO sees most often, starting with 28 October TBC deadlines and a 28 February lodgement date for new 2024 financial-year funds.

Episode 127 opens as a 2025 federal budget special, then gets more useful: year-end SMSF planning.

Chris Reid and Sarah Power use SMSF News and Strategies Podcast Show episode 131 to flag the ATO’s latest warnings on lodgement deadlines, compassionate release, illegal early access, asset ownership, and the proposed Division 296 tax.

Chris Reid and Sarah Power discuss year-end SMSF planning strategies, covering various contribution types including concessional and non-concessional contributions, carry-forward rules, SMSF reserving strategies, co-contributions, spouse contributions, and downsizer contributions.

Chris Reid and Sarah Power discuss year-end SMSF planning, covering T-bar reporting changes, transfer balance cap indexation, minimum pension payments, and strategies for concessional and non-concessional contributions to optimize tax benefits and super growth.

Chris Reid and Sarah Power provide year-end updates for SMSF trustees, covering new NALI tax rules for non-arms-length expenses, compliance reminders for related party loans, and contribution strategy planning before June 30.

Hosts Chris Reid and Sarah Power review key SMSF updates for early 2026, covering looming lodgement deadlines, indexed contribution caps, the newly passed Payday Super legislation, and the status of the proposed Division 296 tax on high-balance funds.

This episode of the SMSF News and Strategies podcast addresses two key areas: vigilance against sophisticated financial scams targeting SMSFs, and a deep dive into the personalized question of how much superannuation is needed to retire.

Hosts Chris Reid and Sarah Powell guide SMSF trustees through critical year-end tasks like asset valuations and document gathering.

This episode discusses the newly announced $3 million super tax, focusing on its controversial taxation of notional gains and practical implications, and covers the importance of proper SMSF documentation to avoid legal disputes and ensure compliance.

Chris Reid and Sarah Power provide a practical guide for SMSF trustees navigating the new financial year, covering key deadlines, asset valuation requirements, and compliance checks for related party transactions and unlisted investments.

Chris Reid and Sarah Power use SMSF News and Strategies Podcast Show episode 128 to map out end-of-financial-year planning before 30 June, starting with overdue March quarter T-bar work due on 28 April and the Labor government’s push for Division 296 tax on super balances above $3 million.

Episode 113 of the SMSF News and Strategies podcast focuses on death benefit nominations and the taxation of super death benefits with Chris Reid and Sarah Power.

Chris Reid and Sarah Powell provide end-of-year updates for self-managed super funds, covering the stalled $3 million super tax legislation, new ATO statistics showing SMSFs now hold over $1 trillion, increased penalty units for compliance breaches, and practical planning advice for 2025.

This episode discusses International Women's Day and the persistent superannuation gap between men and women in Australia, highlighting that women retire with 21% less super on average.

Chris Reid and Sarah Power analyze the 2023 Federal Budget's superannuation measures, including the $3 million tax threshold, transfer balance cap indexation, and changes to super payment frequency.

Hosts Chris Reid and Sarah Power analyze the 2024 federal budget's limited impact on superannuation and provide a detailed explanation of the incoming Division 296 tax, which imposes an extra 15% levy on super fund earnings for balances over $3 million.