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
SMSF Specialist Advisor™ & Financial Planner
Tel: 02 8853 6833, Mobile: 0413 936 299
liam@verante.com.au
PO Box 6002 BHBC, Baulkham Hills NSW 2153
Liam Shorte is a partner in VERANTE Financial Planning, Corporate Authorised Representative of Genesys Wealth Advisers Limited, Licence No 232686, Genesys Wealth Advisers Limited ABN 20 060 778 216 • AFSL No.232686
Important information :
The information in this article is provided for illustrative purposes only and does not take into consideration your personal circumstances. You are encouraged to seek financial advice suitable to your circumstances to avoid a decision that is not appropriate. Any reference to your actual circumstances is coincidental. Genesys and its representatives receive fees and brokerage from the provision of financial advice or placement of financial products.
Our copy of our Financial Services guide can be obtained by clicking here or visiting our main www.verante.com.au website.
