Phil's SMSF Podcast
Philip TadrosThinking about setting up and operating a Self-Managed Superannuation Fund (SMSF)? These podcast episodes will guide you through the process of establishing, operating, maintaining and winding-up a SMSF. However, this is not to be substituted for financial advise, so please see your financial adviser and assess if this is the way for you to proceed.
| Publishes | Weekly | Episodes | 15 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Categories | How ToEducation | ||||
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Latest Episodes
This episode discusses how to wind up your SMSF and close the accounts. more
This episode is about the SMSF tax return (Annual Return) and discusses what information is sent to the ATO and how to correctly fill the boxes in the annual return. more
This episode discusses what records and documents need to be kept, maintained and sent to the accountant to prepare the annual reports. This episode comes with a kindly warning and reminder to not use the SMSF funds to pay business obligations or for... more
This episode discusses the provisions of borrowing and entering into a Limited Recourse Borrowing Arrangement (LRBA) for a single asset. more
This episode has some corrections on parts 6a and 6b that I may have mentioned. I included notes in the previous segment 6a but thought to verbally mention the corrections. more
Part 2 of the episode of different types of investments you can have in your SMSF along with taxation considerations. more
This episode, which will be in a few separate segments due to the length, discusses different types of investment in your SMSF and taxation issues in acquiring and disposing of such investments. more
This section discusses the tax treatment upon receipt of other super benefits, such as death benefits, and discusses different tax treatment on receipt whether you are a dependant or not. more
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