Just like a retail or industry fund sends you regular reports on your total super balance as well as your returns, your SMSF is also required to keep you in-the-loop and informed about how your nest egg is performing.

SMSF financial statements are requirements for anyone who’s self-managing their super, and play a crucial part in the SMSF auditing process so, in this episode, your host Jessica Griffith speaks to SMSF expert Anthony Cullen to explore SMSF statements and how to understand them.

 

LINKS

Want to offer specialist SMSF advice?

This industry-recognised course is designed specifically for SMSF advisers! It will equip you with the required knowledge and allow you to earn up to 24 CPD points.

Join one of Australia's leading SMSF experts, Philip La Greca, as he takes you through this six-part course on essential SMSF topics reflective of the latest legislation.

Register here: https://bit.ly/3q3kgTI

 

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CREDITS

Host: Jessica Griffith

Guests: Anthony Cullen, Senior SMSF Technical Specialist at SuperConcepts

 

The information in this podcast is factual information only. It doesn’t contain any financial advice or makes any recommendations about a financial product or service being right for you. It’s important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.

See privacy information https://bit.ly/3E5H7Uf.