www.esuperfund.com.au

2014 April Client Newsletter


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Issue 1 | 15 April 2014
 
 

I'm delighted to introduce the inaugural release of ESUPERFUND's newsletter. In this regular newsletter we will keep you informed about SMSF changes, what's new about our products and services and share feedback we have received from our clients. We will continue to work hard to provide you with excellent service and to make managing your SMSF easy with us.


Mark Needham

Client Services Manager

Feature

Updates on SuperStream

We have recently notified you about the upcoming SuperStream, part of the Government's Stronger Super Reform. It aims to make processing super contributions easier and faster. Please note that more information about these changes can be found on our website. Read the changes here

 

We beat others - lodgement performance

compare ESUPERFUND's SMSF lodgement performance with other similar practices

The ATO recently sent us an Assessment Report in relation to ESUPERFUND's Lodgement Performance. This assessment was made based on the Tax Returns we lodged for our clients from 1 July 2013 up to date.

Take a look at how ESUPERFUND performed and how we compared with other similar sized tax practices.

 

What's New

Heads up! - 15 May Tax Return Due Date is coming.

Have you submitted your SMSF annual checklist? If you have not done so yet and do not want to miss the lodgement due date and receive an ATO penalty, submit your checklist TODAY! Login to my client portal.

Do you have a Binding Death Agreement?

A Binding Death Agreement "binds" the Trustees of your SMSF to pay your Super Benefit as you intend and not at the discretion of the Trustees. Do you know that now you can simply login to your client portal and submit the application? Check now.

Changes to Super Contribution Caps

The Super Contribution Caps have undergone a number of changes over time and the caps for the 2013-14 and 2014-2015 tax year have been updated. Check the new caps now.

Changes to ESUPERFUND's Privacy Policy

From 12 March 2014 changes to Australian Privacy Laws came into effect. We have accordingly updated our Privacy Policy. View the new Privacy Policy.

Testimonials

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"I am very pleased and delighted with the streamlined process to establish my pension in what I would have expected to be an arduous and complex task. The Pensions section on the ESUPERFUND website provides excellent clarity and information on the complex area of pensions. ESUPERFUND is to be commended!"

 
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