Tax Talks

88 | TRIS to Retirement Phase

When moving a TRIS to retirement phase, does it matter when you notify the trustee? Meg Heffron of Heffron SMSF Solutions has the answer.

87 | When a Member Dies

When a member dies, there is a lot to deal with in the aftermath - including the member's SMSF. Here is Meg Heffron with the details.

86 | Bring-Forward Rule

The bring forward rule for non-concessional contributions now needs to work around the TSB. Meg Heffron of Heffron SMSF Solutions will tell you more.

85 | How To Maximise ECPI

To reduce tax you need to maximise the exempt current pension income (ECPI). Melanie Dunn will tell you how.

84 | Actuarial Certificates

Not every SMSF needs an actuarial certificate. Whether you do or don't depends on a range of things. Here is Melanie Dunn with the details.

83 | Disregarded Small Fund Assets

A fund has disregarded small fund assets when a member's TSB in retirement phase exceeds $1.6m. Melanie Dunn will tell you why this is relevant.A fund has disregarded small fund assets when a member's TSB in retirement phase exceeds $1.6m. Melanie Dunn will tell you why this is relevant.

82 | Segregation

Segregation and ECPI go hand in hand. To calculate ECPI you need to be clear on whether and what segregation applies. Melanie Dunn of Accurium will walk you through the details.

81 | How To Finance Business Growth

How do you finance business growth? What options do you have when a mortgage or bank loan is not an option? Here is Jeff Zulman with the answer.

80 | Elements of a Trust

With over 800,000 trusts in Australia we clearly like using trusts. In this episode Paul Mackenroth will walk you through the elements of a trust.

79 | Trademarks

Registering a trademark might be the best way to protect your brand. Aaron Walters of IP Australia explains why.