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All posts tagged Tax App

Thinking About An SMSF – There’s An ATO App For That


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.

ATO App 1 ATO App2

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.

ATO Checklists

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™

SMSF Specialist Adviser 

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Verante Financial Planning

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 Advisory Pty Ltd (ABN 34 605 438 042) (AFSL 476223)

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.

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by SMSF Coach - Liam Shorte on July 7, 2014  •  Permalink
Posted in Checklists, Retirement Planning, SMSF Management, Trustee
Tagged Account Based Pension, APP, ASFA, ato, audit, Backup, Baulkham Hills, budget, Castle Hill, Cost of Living, Dural, Hawkesbury, pension phase, private company valuations, reset pensions, Retire, Retirement, scanned copies, Self MAnaged Super, Self Managed Superannuation Fund, SMSF, Strategy, superannuation, Tax App, Trustee, Trusts asset valuations, TTRAP, valuations, Windsor

Posted by SMSF Coach - Liam Shorte on July 7, 2014

https://smsfcoach.com.au/2014/07/07/thinking-about-an-smsf-theres-an-ato-app-for-that/

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