SMSF Alliance TV Launched

12 Feb 2024

Written by

David Busoli, Principal

We have launched a new adviser resource, SMSF Alliance TV. It’s a collection of animated videos to assist advisers in the education of their SMSF clients.

Advisers can refer trustees to our curated page, which includes ATO videos and suggested viewing combinations, or they can select specific videos directly from the SMSF Alliance TV YouTube channel.

Our collection is small but growing. We take a very practical approach so what we lack in numbers we make up for in relevance. I suspect that our “SMSFs vs Large APRA Funds” video will garner considerable attention.

“Do You Qualify for an SMSF?” focusses on reasons why the ATO will reject an application and encourages trustee self-assessment before going to the expense of creating a fund.

“SMSF Trustees – Individual vs Corporate” expands and replaces the ATO video on the same topic, adding additional material facts.

“Don’t Ignore the ATO” explains what happens if a new fund trustee is required to speak directly to the ATO and doesn’t.

“What Might the ATO Ask You” works in conjunction with the previous video and lowers the new trustee’s fear factor that could prevent them from returning the ATO’s call, resulting in the cancellation of their application.

Our videos are intended to be viewed in conjunction with the ATO’s though, where we feel the ATO’s version is a bit light on, we will eventually produce a replacement.

Please continue to check for updates on the SMSF Alliance TV page or subscribe to our SMSF Alliance TV YouTube channel to keep updated as we add to the library.

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