15 episodes
Phil's SMSF Podcast Philip Tadros
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- Education
Thinking 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.
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Episode 10 - Winding up your SMSF
This episode discusses how to wind up your SMSF and close the accounts.
Please note this is not a substitute for financial advice of any nature, it is purely educational.
If you wish to discuss specific advice tailored to your circumstances, please see your accountant, or you can email me philip@macorp.com.au and I will be happy to make an appointment with you at the office.
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Send in a voice message: https://podcasters.spotify.com/pod/show/philip-tadros/message -
Episode 09 - SMSF Annual Return
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.
Please note this is not a substitute for financial advice, it is purely educational. If you require more specific advice, feel free to contact me on philip@macorp.com.au and I will be happy to arrange an appointment with you to discuss more specific matters.
A link to the SMSF Annual Return is below:
https://www.ato.gov.au/Forms/Self-managed-superannuation-fund-annual-return-2020/
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Send in a voice message: https://podcasters.spotify.com/pod/show/philip-tadros/message -
Episode 08 - SMSF annual accounts
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 your personal use, as this will breach the SIS provisions and may lead to the SMSF o be non-complying, meaning that the SMSF will be taxed at 45%.
The audit report is also briefly discussed, so the auditor will need to sight the documents and records of the SMSF.
Please note this is not a substitute for financial advice of any type or nature, it is purely educational. For more specific advice feel free to contact me on email: philip@macorp.com.au and I am happy to make an appointment with you.
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Send in a voice message: https://podcasters.spotify.com/pod/show/philip-tadros/message -
Episode 07 - Borrowing in your SMSF
This episode discusses the provisions of borrowing and entering into a Limited Recourse Borrowing Arrangement (LRBA) for a single asset.
This is not a substitute for financial advice of any type or nature, it is purely educational. Please see your professional accountant or tax agent for more specific advice, or feel free to contact me: philip@macorp.com.au and I will be happy to make an appointment with you in the office where I work as an accountant.
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Send in a voice message: https://podcasters.spotify.com/pod/show/philip-tadros/message -
Episode 06c - Some corrections
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.
This is not a substitute for financial advice of any nature. This podcast and the episodes are purely educational.
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Send in a voice message: https://podcasters.spotify.com/pod/show/philip-tadros/message -
Episode 06b - Investing in your SMSF
Part 2 of the episode of different types of investments you can have in your SMSF along with taxation considerations.
Please note this is not a substitute for financial advice of any type or nature. It is purely educational.
Feel free to contact me on philip@macorp.com.au for more specific advice tailored to your situation.
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Send in a voice message: https://podcasters.spotify.com/pod/show/philip-tadros/message