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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.
Our Resources
A library of downloadable documents and checklists.
CHECKLIST2024 Individual Tax Checklist
Make sure you don’t miss out on any deductions this tax time, with this helpful checklist
CHECKLIST2024 Year End Business Checklist
Make sure you don’t miss out on any deductions this tax time, with this helpful checklist
BUSINESS STRATEGYPrice Reduction
A calculation to show the increase in sales that is required to compensate for a price discounting policy.
BUSINESS STRATEGYPrice 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.
CHECKLIST2024 Rental Property Schedule
Ensure you have all of your documentation in order with this Rental Property Schedule.
CHECKLIST2024 Self-Managed Super Fund Checklist
Use this checklist to help you manage your fund and meet your SMSF obligations.