www.esuperfund.com.au

2016 January Client Newsletter


chat pdf print
Logo
Issue 22 | 15 January 2016
 
 

Happy New Year and welcome to ESUPERFUND’s January Newsletter.


In this issue, we remind you of the upcoming tax return due date in February. We introduce you to our newly redesigned website and the ATO’s e-newsletter. Lastly, we highlight the importance of keeping SMSF assets separated from your other investments.


Mark Needham

Client Services Manager

Feature

28 February Tax Return Due Date is coming!

If your SMSF meets either of the below criteria, then the annual tax return is due for lodgement by 28 February 2016. Otherwise, the due date in most other cases is 15 May 2016.

  •  
     
    If your SMSF was established between 1 July 2014 and 30 June 2015
  •  
     
    If your SMSF was established between 1 July 2013 and 30 June 2014 but the first transaction was made between 1 July 2014 and 30 June 2015.

You can check the tax return due date for your SMSF by logging into the Client Portal and visiting the "Compliance" page.

If you established your SMSF before 01 July 2015 and have not submitted the checklist, please submit the checklist at your earliest convenience.

What's New?

Release of the New ESUPERFUND Website

The ESUPERFUND website (https://www.esuperfund.com.au/) has recently been updated.

The new website uses Responsive Design, so the content will adjust to fit different devices: desktops, laptops, tablets and mobile phones.

Have a look and feel free to let us know what you think!

SMSF News

SMSF News is an e-newsletter released by the ATO, which provides updates and information for SMSF trustees. It is distributed on a regular basis and features the latest news items, case studies and questions and answers.

If you would like to be kept informed with the latest SMSF news, simply complete the subscription form today.

Do You Know?

Separation of assets

Do you know that you need to manage your SMSF’s investments separately from your personal or business investments? This includes ensuring that the fund has clear ownership of its assets.

Please make sure that the SMSF assets (i.e. bank/broker account name, investment account owner, insurance policy owner, etc.) are correctly held in the name of either:

  •  
     
    The individual trustees 'as trustees for' the fund; or
  •  
     
    The corporate trustee 'as trustee for' the fund.

The assets cannot be held in the name of a trustee or a member as an individual.

You may watch the ATO video "SMSF – Separation of Assets" for further information.

Testimonials

image

We would like to take this opportunity to say how happy we are with your professional service and assistance through-out the year. We definitely appreciate all your effort that you put in and we are looking forward to a fruitful 2016

 
Follow us on: