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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In this week’s episode of the SMSF Academy podcast (episode 23), Aaron explores how the introduction of the total superannuation balance definition impacts a range of measures including: the ability to make non-concessional contributions, eligibility for determining a fund’s tax exemption using the segregated method; and the application of the catch up concessional contribution…
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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…
DetailsIn episode 22 of The SMSF Academy podcast, Aaron Dunn talks with CEO of Class Limited, Kevin Bungard about the key insights from the recent release of the Class SMSF Benchmark Report – June 2017. They talk in detail about the key issues highlighted from within the quarterly data, including the expected surge in…
DetailsChanges from 1 July 2017 have put a greater spotlight on the requirements of an individual needing to satisfy the condition of release of ‘retirement’ that provides the ability for a member to move their accumulation benefits or transition to retirement income stream (TRIS) into Retirement Phase. In this week’s podcast, Aaron explores the…
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