Setting up your own self-managed super fund (SMSF) can be a complex task even before you seek registration with the ATO. It’s important that the SMSF be set up correctly for the sole purpose of providing retirement benefits for their members. Once you get to the ATO registration stage, it acts as the gatekeeper and uses analytical risk models to ensure that only genuine trustees are allowed into the SMSF sector.

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Are you a business that has had a GST refund held up as a part of the ATO’s risk assessment program to verify GST refunds? The Inspector-General of Taxation (IGT) has recently completed and released his review into ATO’s practice and the findings are surprisingly good for the ATO.

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The sole purpose test is one the fundamental requirements for SMSFs to obtain tax concessions. It requires that the SMSF be maintained for the sole purpose of providing retirement benefits to its members or their dependents if a member dies before retirement.

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In this edition of Investment Solutions magazine we take a look at what’s next for Australia

resources. BT Financial Group Investment Specialist, Riccardo Briganti, provides us with a market

update on local and international markets.

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Did you know that one-third of millennials plan to retire between the ages of 31-40?

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If your think your business is a small business entity or if you’re thinking of starting a small business entity, no matter what stage of the life cycle your business is in, we can help you maximise the tax concessions available to you.

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Tax residency is a complex area where the decision is made based on individual circumstances. As the world becomes more global and interconnected, there seem to be more cases where people who have considered themselves not to be Australian residents anymore have been caught up in the net.

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