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Episode 25 – SMSF considerations with a young member’s death

Estate Planning, Income StreamsBy Aaron DunnMarch 20, 2024Leave a comment

 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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Episode 24 – In-specie transfer of BRP and CGT cap interaction

Contributions, InvestmentsBy Aaron DunnMarch 14, 2024Leave a comment

 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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Episode 23: Optimising the SMSF journey

Compliance, Fund establishmentBy Aaron DunnMarch 1, 2024Leave a comment

 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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Episode 22 – Navigating SMSF contribution strategies

ContributionsBy Aaron DunnFebruary 26, 2024Leave a comment

  In the spotlight of our latest “Feeling Smarter” video (episode 22), Aaron Dunn and Tim Miller delve into crucial insights from the recent SMSF Association National Conference held in Brisbane, with a particular focus on the session presented by Tim. This session shone a light on the strategic implications of the upcoming changes to…

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A smarter wrap-up of the SMSF Association National Conference 2024

smsf day, Training & EventsBy Aaron DunnFebruary 26, 2024Leave a comment

The SMSF Association National Conference is one of the annual highlights for the SMSF industry, with over 1,300 delegates coming together for this event.  The ‘secret sauce’ to the ongoing success is the high-level of technical content and wonderful opportunities to learn from your peers. As you can see within the video, it was a…

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  • About
    • About us
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      • Create25
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    • Book a Demo
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    • Popular documents
      • Company Incorp Special Purpose
      • SMSF Establishment / New SMSF
      • SMSF Trust Deed
      • SMSF Change of Trustee
      • SMSF Investment Strategy
      • Binding DBN
      • Non-binding DBN
      • Pension Commencement
      • Partial Commutation – Cash
      • Lump Sum Payment SMSF
      • Rollback of Pension
      • TRIS to Retirement Phase
      • Limited Recourse Borrowing
    • Full Document List
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      • Integrations Week
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