In episode 40 of the Smarter SMSF podcast, Aaron is joined by Jeevan Tohki, Product Manager at BGL to discuss the changes to the SMSF Annual Return (SAR) for 2017-18. The new superannuation reforms from 1 July 2017 has meant a raft of amendments to the current SAR that impacts member information such as total…
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In episode 39 of the Smarter SMSF podcast, Aaron shares his views into the evolving SMSF sector today. Back in 2014, Aaron created the inaugural Future of SMSF report, the first time ever that we gained insights into how practitioners are servicing the needs of trustees, and how their business model operates. Throughout the past…
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In episode 33 of the Smarter SMSF podcast, Aaron is joined by Kevin Bungard, CEO of Class Limited to discuss the release of the December 2017 – Class SMSF Benchmark Report which explores the topic of pensions and whether they match their SMSF stereotype. With pension-paying funds now representing half of the SMSF sector today,…
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The SMSF Association’s National Conference is always a ‘must attend’ for those working within the SMSF industry. It is an event that shapes the future of the SMSF sector, draws industry stakeholders from Treasury, ASIC, ATO and more, along with a high calibre of technical experts to share their views of the latest strategies and…
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We have seen ASIC recently fire a warning shot across the bow of professionals regarding the appropriate completion of binding death benefit nominations for their clients (http://bit.ly/asic-dbn). This media release by ASIC highlighted the importance of a carefully constructed death benefit nomination. In this week’s episode 30, Aaron discusses the topic of death benefit nominations,…
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