BGL has analysed data from over 175,000 funds in light of the recent announcements regarding the increased use of reserves.
BGL host Jorge Tsipos chats with Mike McHenry from Super AA to discuss outsourcing, business culture and how to build a company from the ground up without compromising quality.
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BGL has teamed up with Netwealth to import daily investments data feeds from its platform into Simple Fund 360.
Significant time has passed since the introduction of the transfer balance cap (‘TBC’). During this period, many have become aware of the potential trap caused by the TBC for SMSF members who receive payments above the account-based pension (‘ABP’) minimum annual amount, and have responded by implementing various strategies to avoid this trap. This article shows that timely action can minimise any further opportunity cost resulting from the trap.
Host of the BGL Podcast Jorge Tsipos has a chat with Chris Taylor from TAG Advisory in Melbourne to have a chat about SMSF, achieving the financial goals of the client and striving for excellence.
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Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees.
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One of the major SMSF software firms has developed a new declaration of retirement feature and also announced an integration with a stockbroking platform.
Host of the BGL Podcast Jorge Tsipos has a chat with Natalie Lennon from two sides accounting about what it takes to start up a Smart Accounting practice from the ground up and finding your why.
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Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees.
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By Joseph Cheung, Lawyer and Daniel Butler, Director, DBA Lawyers
When self managed superannuation funds (‘SMSFs’) borrow to acquire real property, one of the common mistakes is not having the deposit paid from the bank account of the SMSF trustee. This article highlights the importance of the deposit being paid the SMSF’s bank account and identifies some possible rectification options where the deposit was paid by another party.
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