03 6240 1575 / 0400 548 951 [email protected]
Patent Pending

Navigate the new ECPI rules with A.S.A.P.

The ATO have added a substantial level of complexity to the calculation of exempt current pension income for SMSFs. This article covers the new changes to segregation, the disregarded small fund asset rules, transition to retirement income streams and walks you...

ATO’s robo-advice update cops backlash

Miranda Brownlee, SMSF Adviser. Last week, the ATO released an update on robo-advice which contained some inaccurate information about how robo-advice tools should be used. The update spurred some sensationalised media articles. The ATO has since retracted its...

Setting up an SMSF without advice is trouble

James Gerrard, The Australian.  There is an ocean of SMSF set-up providers who offer differing levels of service. The question is whether you should stick with your usual accountant or do you go down the path of a low-cost online SMSF set-up provider. Self-directed...

User video – How to order an SoA from A.S.A.P.

Click here to watch our brand new video on how to order a Statement of Advice from A.S.A.P. We’ve just been granted a patent for this ground breaking technology.  Our online advice scoping tool makes it safe for unlicensed accountants to refer their clients to...

ASIC business plan for 2017/18

Consistent with its surveillance work since the phase-out of the accountants’ exemption last year, the corporate regulator will be targeting those accountants who are new to the AFSL regime. Enforcement activity will be mostly concentrated on accountants providing...

ASIC continues to focus on unlicensed advice

Further accounting firms have been questioned by ASIC about their services in the past month as the regulator continues to ramp up its surveillance activities into unlicensed advice, warns an advice group.  This latest action undertaken by ASIC follows...