In episode 43 of the Smarter SMSF podcast, Aaron takes a look back at his open letter to the profession from the 2014 inaugural Future of SMSF report and reflects upon just how the SMSF sector has evolved during this time. Legislative change from 1 July 2017, Regulatory change (and more to come), and rapid…
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In episode 44 of the Smarter SMSF podcast, Aaron is joined by Kevin Bungard, CEO of Class Limited to discuss the release of the June 2018 Benchmark Report, titled ‘the great pension squeeze’. In this session, Aaron and Kevin discuss just how much impact from a taxation perspective the super reforms have on Government revenues,…
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We’ve had plenty of requests from members about adding the Box.com integration that will allow you to automatically upload your completed document straight into your box account. We know from Box, you collaborate with your clients to share these files, including using digital signing as well. To help understand how this integration works, Aaron has…
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It’s been fair to say that the past 18 months have been hectic – sure, our clients have been impacted substantially by the super reforms, but at a practice-level, these changes have arguably been as profound (maybe more) for you as a practitioner. Adjustments for the introduction of the transfer balance cap (TBC), regular reporting…
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The super reforms from 1 July 2017 have introduced a range of new concepts for post-retirement, along with an obligation to report amounts being transferred into retirement phase so that it is assessed against each member’s $1.6 million transfer balance cap. The cap is designed to limit the amount of capital that can be…
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