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Case Studies, SMSF, Superannuation Rony John Case Studies, SMSF, Superannuation Rony John

Case Study: Guiding a Couple Through SMSF Property Investment and Diversification

A couple in their late 40s approached Alexander Spencer with the goal of gaining more control over their investments and exploring property acquisition through a Self-Managed Super Fund (SMSF). The wife runs a successful beauty business, while the husband is less involved in the business but is highly interested in investing in shares and cryptocurrency.

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SMSF Real-Time Reporting

Real-time reporting is a significant change for SMSFs, but it can also be a valuable tool for improving efficiency and compliance. By understanding the requirements and using appropriate software, SMSF trustees can ensure that their funds are meeting their obligations and maximising their investment potential.

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Our Resources

A library of downloadable documents and checklists.

CHECKLIST

2024 Individual Tax Checklist

Make sure you don’t miss out on any deductions this tax time, with this helpful checklist

CHECKLIST

2024 Year End Business Checklist

Make sure you don’t miss out on any deductions this tax time, with this helpful checklist

BUSINESS STRATEGY

Price Reduction

A calculation to show the increase in sales that is required to compensate for a price discounting policy.

BUSINESS STRATEGY

Price Increase

If you adopt a premium pricing strategy, the table in this resource shows the amount by which your sales would have to decline following a price increase, before the gross profit is reduced below its present level.

CHECKLIST

2024 Rental Property Schedule

Ensure you have all of your documentation in order with this Rental Property Schedule.

CHECKLIST

2024 Self-Managed Super Fund Checklist

Use this checklist to help you manage your fund and meet your SMSF obligations.