Finalist for SMSF Auditor of the year

The CoreData Self-Managed Super Fund (SMSF) Service Provider Awards will be held on Thursday 24 August 2017. The awards event is proudly presented by Self Managed Super Magazine. The SMSF Awards are designed to recognise the best service providers as rated by SMSF trustees and SMSF-advising financial planners and accountants and [...]

2017-09-30T05:36:39+00:00 August 19th, 2017|Categories: Audit News|Tags: , , |Comments Off on Finalist for SMSF Auditor of the year

Evolv Grey – powered by us, branded by you

Evolv, the company that redefined super audits, today announces the next stage of its ongoing evolution. Evolv Grey Evolv Grey is a truly unique and innovative offering at a compelling price. It’s powered by us, and branded by you. Ron Phipps-Ellis, Evolv’s Executive Director explains: “We saw a gap in the [...]

2017-11-01T06:06:49+00:00 February 8th, 2017|Categories: Audit News|Tags: , , , , |Comments Off on Evolv Grey – powered by us, branded by you

Evolv wins SMSF Auditor of the year award

A proud achievement for Evolv, as we are awarded SMSF Auditor of the Year for the second year running at the 2016 CoreData SMSF Audit Service Provider Awards. Evolv is delighted to have received the SMSF Auditor of the Year award at the 2016 Core Data SMSF Service Provider Awards. The [...]

2017-10-31T05:43:13+00:00 September 27th, 2016|Categories: Audit News|Tags: , , , , |Comments Off on Evolv wins SMSF Auditor of the year award

NALI – Non-arms’s length income

Investments in related unit trusts are a popular investment vehicle for many SMSFs. Often the focus of these investments is ensuring that the unit trust investment complies with a host of legislative requirements in the SIS Act such as: the in-house asset rules, sole purpose test and ensuring all investments are [...]

2017-10-31T06:06:31+00:00 August 11th, 2016|Categories: Audit News|Tags: , , , , , , , |Comments Off on NALI – Non-arms’s length income

Rise in Preservation Age

With the beginning of a financial year upon us, SMSF trustees would have already been busy planning & executing various actions within their funds – reviewing investment strategies, ensuring their records are up to date and audit ready, and documenting pension commencements and commutations. With pension commencements in particular, trustees should [...]

2017-10-31T05:56:25+00:00 July 5th, 2016|Categories: Audit News|Tags: , , , |Comments Off on Rise in Preservation Age

We need your support – SMSF Service Provider Awards 2016

We’ve done it again! Evolv is thrilled to announce that, for the second time in a row, we have been nominated for the 2016 CoreData SMSF Service Provider Awards in the category of SMSF Auditor. Recognising the best service providers in the self-managed superannuation fund industry, the Evolv team are thrilled [...]

2017-10-31T06:00:42+00:00 June 17th, 2016|Categories: Audit News|Tags: , , , , |Comments Off on We need your support – SMSF Service Provider Awards 2016

Be careful acquiring more units in Pre-99 trusts

There is a common misconception that where acquiring units in a related, “pre 1999 trust”, the rules contained in SIS Regulation 13.22C are applied to the new units at the time of acquisition. SIS Regulation 13.22C sets out strict criteria to be met in order for a related party investment to [...]

2017-10-31T06:13:22+00:00 May 25th, 2016|Categories: Audit News|Tags: , , |Comments Off on Be careful acquiring more units in Pre-99 trusts