Poole Group » Christine Benson

Is your SMSF investment strategy meeting diversification requirements?

Christine Benson — Fri, 06 Sep 2019 00:15:12 +0000

A new Australian Taxation Office Campaign As part of their latest campaign, the Australian Taxation Office (ATO) is contacting Self Managed Super Fund (SMSF) Trustees directly where 90% or more of their SMSF’s investments belong to the same asset class (Eg. property). Please note that this correspondence is being sent directly to the SMSF’s business

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New Scam Alert

Christine Benson — Fri, 02 Aug 2019 03:43:40 +0000

We have been made aware of a new scam that appears to be targeting SMSF Trustees. In this instance, a caller purporting to be from the ATO made contact with an SMSF Trustee advising them that they had been underpaid by the ATO and were owed an additional $180.00. To receive this refund, they needed

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SMSF Post-Election Update

Christine Benson — Tue, 11 Jun 2019 03:52:33 +0000

SMSF Post-Election Update With the Federal Election called in favour of the Liberal Party, SMSF Trustees are likely to be spared from some of the more significant changes that were proposed by the Opposition Leader in the May Budget. The proposed change that perhaps gained the most media attention, and the one that we received

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