Live & Online Events

1230pm Thurs 23 May – FREE online Q&A with Cass – click here to join or use Teams Meeting ID 434 602 740 224 and PW FfC6Fz

630pm Thurs 30 MayFREE online Q&A with Cass – click here to join or use Teams Meeting ID 465 259 563 202 and PW nYoTmX

2, 13 & 24 May, 6 & 8 June – Cass & MJ live across Queensland at Brisbane, Toowoomba, Jimboomba, Townsville & Mission Beach – details here

2024 EOFY Planning & Re-engagement for 2025 Firstly, thank you so much for your help and patience as our team has worked hard getting all our new SMSFs across the ATO deadlines. You may be interested to know that it is not just our company that has experienced a HUGE increase in the number of new SMSFs, but the ATO has […]

Cash use tanks. Use it or lose it

Use it or lose it This week we reported that “Aussies are being urged to dramatically alter their spending habits as new research indicates physical cash is an endangered species…Back in 2007, about 70 per cent of all transactions were made using cash, but the latest data from the Reserve Bank shows that figure […]

Investing in crypto? Be aware

Before using your SMSF funds to invest in crypto, make sure you educate yourself, check the provider is correctly registered in Australia, and that it’s not a scam. Here is a starting point: