In this week’s podcast (episode 26), Aaron discusses some of the challenges confronting practitioners in applying CGT relief using the segregated method, in particular around the decisions of adopting the proportionate method for income tax purposes. Aaron highlights within this podcast the confusion in the fund’s actuarial requirements upon switching to the proportionate method for…
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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 25 of The SMSF Academy podcast, Aaron Dunn discusses with CEO of Class Limited, Kevin Bungard the release of the SMSF Benchmark Report – September 2017. This report provides key insights to a specific industry feature, benchmark data on SMSF members and investment insights on how SMSFs invest from the more…
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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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The Australian Taxation Office (ATO) has recently finalised the approach for SMSFs to comply with the introduction of reporting various debits and credits against a member’s transfer balance cap. It has been a process of going back and forward with the industry, with the ATO having initially landed on a decision, only to be…
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