Your Guide to Finding the Best SMSF Specialist in Melbourne
Taking control of your superannuation with a Self-Managed Super Fund (SMSF) is an empowering step towards building the future you envision. However,...
Self-Managed Super Fund (SMSF): The Ultimate Guide for Australians
The idea of taking direct control of your retirement savings with a self managed super fund can be incredibly appealing. But for many Australians,...
Your Trusted Chartered Accountant in Ormond
Are you looking for more than just a number-cruncher? Many business owners feel overwhelmed by compliance and tax challenges, wishing their...
Why You Need a Specialist SMSF Accountant for Your Fund
Managing a Self-Managed Super Fund (SMSF) offers incredible control over your retirement, but it also comes with a significant weight of...
August 2025 Newsletter
What’s inside our August Newsletter? Unlocking savings: Your guide to Government concession cards Some CGT consequences of divorce and relationship breakdown The great wealth transfer: Are you ready? Self managed super funds: A suitable path to retirement control? What to expect from tax reform Tax deductibility of clothing Click here to download our August Newsletter Contact us on 03 9597 9966 if you have any questions relating to matters raised in any of our Client Newsletters.
Transferring XRP to your SMSF
With Trump's era now in full swing, crypto such as XRP is enjoying growth. We have had a few queries lately about moving the client's crypto from their own name into a family trust or SMSFTransferring cryptocurrency, such as XRP, into your Self-Managed Super Fund (SMSF) can be a strategic way to align your digital assets with your retirement goals and manage capital gains. However, it requires careful compliance with Australian Taxation Office (ATO) regulations and documentation. Here's how to approach the process in a compliant and seamless manner.The first step is to ensure that your SMSF’s trust deed allows [...] READ MORE
Investing in Cryptocurrency by my SMSF
Investing in Cryptocurrency by my SMSF is becoming an attractive option for many. With the growing interest in cryptocurrency as an asset class, many SMSF (Self-Managed Superannuation Fund) trustees are exploring the potential of digital currencies like Bitcoin and Ethereum to diversify their portfolios. While Crypto can be an exciting investment, managing it within an SMSF has unique challenges and compliance requirements. Cryptocurrency investments in an SMSF environment raise issues such as trust deed considerations, compliance, storage methods like cold wallets, and how to sell crypto assets effectively. Whether you're just starting or looking to refine your approach, these insights [...] READ MORE
Early access to smsf superannuation when facing business stress
It might be tempting as a business owner to take early access to smsf and superannuation. As the economy gets tough for many small business owners, keeping the doors open can feel like a tightrope between survival and financial disaster. With this in mind business owners who also run their own SMSF are faced with these pressures, and it's tempting to access these funds. This may lead some to consider early access to smsf superannuation using the benefits of their Self-Managed Super Funds (SMSF) to keep their small business going.However, before considering this, you must grasp the serious legal and [...] READ MORE
Should I sell my factory when I sell my business
To sell my factory? What are the options to consider for selling my factory at the time of my business sale? If you sell your business that includes a factory or an office building, do you need a strategy for options for what to do with the property? The decision is entirely depending on your personal and financial goals. To help you with your decision-making process, here are a few possibilities: Sell the factory along with the business: If the new owner of your business wants to continue operating the factory or your business premises, you can consider selling it [...] READ MORE
