Wendy Super Accounting

16/07/2026

With 10 August 2026 fast approaching, I thought it would be a good time to go through some of the crucial details involved in purchasing residential property through an SMSF.

There are a few important things worth reviewing to help ensure everything is set up correctly, from key documents and timing considerations to some of the common issues that can arise if details are missed.

The goal of this video is simply to help people better understand the requirements and important dates surrounding these changes.

The full video is now available on YouTube.

This content is general and educational only. It is not financial advice, legal advice or tax advice and should not be relied upon to make investment decisions.

Wendy Jimenez Smsf Accountant

Thinking about purchasing a residential property through an SMSF us...

15/07/2026

✨ I’m delighted to be attending the QWINBIZ Business Expo 2026! ✨

I truly admire initiatives like this that empower women in business and create opportunities for connection, growth and inspiration.

I’m looking forward to meeting incredible entrepreneurs, discovering new businesses and celebrating the innovation and resilience of Queensland’s Latino women entrepreneurs.

Congratulations to the QWINBIZ and Lazos LatinOz teams for bringing this wonderful event to life. I’m excited to support this amazing initiative and be part of such a vibrant community.

📅 Saturday, 25 July 2026
📍 The Precinct, 315 Brunswick Street, Fortitude Valley, Brisbane
🕘 9:00 AM – 12:30 PM

The event is free to attend. I hope to see you there! 👑🐝

14/07/2026

Can you contribute as much as you want to your super? Not quite.

Australia's superannuation system has annual limits on how much can be contributed to super. These limits are called Contribution Caps, and they help determine how much can be added to super each financial year.

For FY2026–27, the contribution caps are:

• $32,500 for concessional contributions.

• $130,000 for non-concessional contributions.

These limits are personal limits, meaning they apply to you as an individual, regardless of how many super funds you have or which fund receives the contributions.

Understanding these limits is important because exceeding them may result in additional tax consequences, and some contribution opportunities may depend on your individual circumstances and Total Super Balance.

This content is provided for general information only and should not be relied upon as financial or tax advice. Individual circumstances vary.

Wendy Jimenez Smsf Accountant

12/07/2026

Last Friday at BNI Catalyst - Springfield, we came together for another meeting full of purpose, engagement and commitment.

Every meeting brings fresh ideas, meaningful conversations and the opportunity to learn from one another and move forward together.

Thank you to this incredible chapter for your energy and dedication. Let’s keep making things happen.

12/07/2026

The best investment doesn't always show up on a bank account. ❤️

This weekend, we decided to take a pause. Step away from the routine, disconnect from work, and enjoy some time at the beautiful Spicers Clovelly Estate on the Sunshine Coast.

As we walked, relaxed and spent quality time together, I found myself thinking about something I see regularly in my profession.

Many people work incredibly hard to build wealth. They focus on saving, investing, paying down debt and growing their money. All of that is important.

But sometimes, we forget to look after the most valuable asset we have: our relationship with our partner.

As a finance professional, I can say that separation is often one of the events with the greatest financial impact on a family. That's why, alongside investing in your financial future, it's also worth investing time, conversations, experiences and quality moments with the person you're building that future with.

Money is there to give you peace of mind, but it's also there to help you enjoy the present.

Don't wait until "one day when I have more". Enjoy the now. Create memories. Strengthen your relationship. That, too, is an investment that can deliver some of the best returns.

✨ When was the last time you invested quality time in your relationship?

Wendy Jimenez Smsf Accountant

08/07/2026

Borrowing is one of those concepts that gets talked about a lot, but the mechanics behind it aren't always explained in a simple way.

So I decided to make a short video explaining the dynamics behind the effect of borrowing and why the same amount of money can sometimes produce different outcomes when the growth is occurring on a larger asset.

The goal is simply to explain the concept in a clear and easy-to-understand way.

The full video is available on YouTube in both English and Spanish.

This content is general and educational only. It is not financial advice, legal advice, or tax advice and should not be relied upon to make investment decisions.

Why can borrowing lead to different investment outcomes?In this v...

07/07/2026

Your Total Super Balance (TSB) is one of the most important figures in Australia's superannuation system.

Calculated as at 30 June each year, it represents the total value of your super and is used to determine how certain superannuation rules apply to you. It can influence your eligibility for the bring-forward rule, contribution limits and other important provisions.

Understanding your TSB can help you better understand how the super system works and why some opportunities or rules may apply differently from one person to another.

This content is provided for general information only and should not be relied upon as financial or tax advice. Individual circumstances vary.

Wendy Jimenez Smsf Accountant

07/07/2026

Another great morning at BNI Synergise - Chelmer!

It was a pleasure to hear from Wedzerai Garwe on the topic of financial education. Thank you for taking the time to share your knowledge with our chapter.

One of the things I enjoy most about BNI is the opportunity to keep learning from the people around us. Every meeting brings a chance to hear new perspectives, support one another, and continue growing together as a business community.

I'm proud to serve as the Ambassador of BNI Synergise and look forward to many more inspiring chapter meetings.

Wendy Jimenez Smsf Accountant

06/07/2026

Sometimes, the best way to prepare for a busy week is to take a moment to recharge.

With the recent legislative changes, SMSF processes now require quicker action, making careful planning, attention to detail and a strong commitment more important than ever.

Taking time to relax before a demanding week helps restore energy, maintain focus and approach every task with greater clarity.

As a team, we're giving it our all during this final stretch to complete SMSF setups before the deadline, working with precision, responsibility and care every step of the way.

Thank you to our clients for your continued trust. We're here to support you with the dedication and attention every SMSF deserves.

Need assistance with your SMSF? Book a consultation with our team today.

Wendy Jimenez Smsf Accountant