Read the latest SMSF audit news, tips and articles written by our expert team of SMSF auditors
17 May 2019
The ATO has observed a high level of re-reporting of events covered under the Transfer Balance Account Reporting system and this concerns them as the amended reporting has resulted in 39% of the commutation authorities they have issued being revoked.
11 February 2019
This year, Baumgartner Super will be attending the NTAA's Deceased Estate Seminars around Australia in an exhibitor capacity. We will be available to help answer your SMSF related queries and welcome the opportunity to speak with you.
18 December 2018
The poor old investment strategy has for far too long been a document largely disrespected by SMSF trustees and their advisers but that attitude needs to change.
14 September 2018
We’re excited to announce that Baumgartner Super will again have a presence at the National Tax and Accountants’ Association’s Super Schools seminars that are running between September and October.
3 August 2018
We are excited to announce that the ATO has appointed David Burrows, Director of Baumgartner Super to the ATO’s 2018-2019 Federal Budget SMSF Co-design Group.
18 April 2018
Baumgartner Super will again have a presence at the National Tax and Accountants’ Association’s Tax Schools seminars that are running between May and June.
28 September 2017
Read my article "Maintaining scepticism as an SMSF auditor" as featured in SMSFAdviser
17 July 2017
By far the greatest number of enquiries I am currently receiving about SMSF audits for the year ending 30 June 2017 are in relation to the valuation of assets.
27 June 2017
As the end of the financial year fast approaches, we would like to remind trustees of the following to assist with their self-managed super fund’s compliance:
15 May 2017
Read my article "Exit strategies for SMSF property investments" as featured in SMSFAdviser