So you like the sound of an SMSF and you may even have read a few blogs and articles but you want to know what the Tax Man thinks about them or more to the point what the ATO feels you should consider as part of your decision. Well now you can check out their suggestions via a new mobile and tablet app.
Here is their promo:
“The ATO app now helps you run your SMSF from your mobile device. Let’s face it, we run everything else from our phones, so why not get hands-on with our tax and super too? With information and assistance tailored to trustees, we’re making it easier for you to understand your responsibilities and manage your fund. Use checklists to plan your activities throughout the year and never forget important tasks. Get the latest news and updates straight from the source, check out new SMSF education videos and find out what other trustees are asking about in the FAQs.
We’ve also added a package for people considering if an SMSF is right for them called ‘Thinking about an SMSF’. This is designed to help people who are looking into setting up an SMSF understand what’s really involved and think about whether this major financial decision is right for them. ‘Thinking about an SMSF’ is also a good refresher for new and existing trustees with plenty of information about responsibilities and important things to consider.”
Download the app and access more handy information on SMSFs, superannuation and your tax
Don’t forget to check out their very handy SMSF Checklists section.
Are you looking for an advisor that will keep you up to date and provide guidance and tips like in this blog? then why now contact me at our Castle Hill or Windsor office in Northwest Sydney to arrange a one on one consultation. Just click the Schedule Now button up on the left to find the appointment options.
Liam Shorte B.Bus SSA™ AFP
Financial Planner & SMSF Specialist Advisor™
Tel: 02 98941844, Mobile: 0413 936 299
PO Box 6002 BHBC, Baulkham Hills NSW 2153
5/15 Terminus St. Castle Hill NSW 2154
Corporate Authorised Representative of Viridian Select Pty Ltd ABN 41 621 447 345, AFSL 51572
This information has been prepared without taking account of your objectives, financial situation or needs. Because of this you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation and needs. This website provides an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such.