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 this week’s episode of the Smarter SMSF podcast (episode 38), Aaron is joined by Kevin Bungard, CEO of Class Limited to discuss insights from the March 2018 Benchmark report. In this quarterly report, Class looked at the continued growth of ETFs within SMSF as part of the fund’s investment strategy. Both Aaron and Kevin…
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Earlier in May 2018, we held a webinar on transfer balance account reporting (TBAR as it’s now known… like we needed any more acronyms) for SMSFs and how these measures are going to significantly impact the way practices interact with their clients. In reality, it has been more than a decade since there was a…
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As we move ever so closer to the first due date with SMSFs for event-based reporting, the transfer balance account reporting (TBAR) framework within a practice has very quickly become the most topical issue for practitioners dealing with SMSFs. With the Australian Taxation Office (ATO) indicating additional reporting being required within the TBAR for pension…
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It is fair to say that we weren’t expecting anything too dramatic when it came to superannuation and SMSFs in Federal Budget 2018 and the most part we were right. The Treasurer, Scott Morrison delivered a budget that looked to hand back some of the more than expected revenues generated since the mid-year economic report. …
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