In a landscape where the Australian Taxation Office (ATO) is enhancing its focus on the compliance of Self-Managed Super Funds (SMSFs) with market valuation requirements, in this week’s edition of Feeling Smarter, Aaron Dunn and Tim Miller delve into the intricacies of this compliance issue, providing a comprehensive understanding and actionable advice for…
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In this week’s edition of ‘feeling smarter’, Tim Miller and Aaron Dunn look to untangle the concept of contribution reserving, a topic of heightened interest especially with the upcoming increase in the concessional contributions cap starting from July 1, 2024 from $27,500 to $30,000. The Growing Interest in Contribution Reserving The notion of contribution reserving…
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In episode 25 of our Feeling Smarter videos, Aaron and Tim whilst travelling with the SMSF day events, delve into the often-complex world of estate and succession planning within the realm of SMSFs. These events sparked a myriad of discussions, underscoring the vital need for strategic planning and the nuanced considerations that come with…
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In episode 24 of our ‘Feeling Smarter’ video series, Aaron and Tim sat down to discuss the interaction between Capital Gains Tax (CGT) cap exemptions and the concept of in-specie contributions. This blog sheds light on recent developments and practical applications of these tax rules, which are crucial for SMSF trustees and members looking…
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In the latest episode of “Feeling Smarter,” a weekly video series by Smarter SMSF, hosts Aaron Dunn and Tim Miller unpack the intricacies of Self-Managed Super Funds (SMSFs) following Aaron’s session at the SMSF Association National Conference. This blog serves as a reminder of the issues that may restrict fund trustees from optimising their…
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