We get lots of questions about the benefits of our pension documents and I regularly stress the importance aligning the rules of the income stream to that of the fund’s trust deed. This is important as certain deeds and income streams have unique features that set apart the pensions from what is more ‘generically’ available…
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With the re-brand of The SMSF Academy to Smarter SMSF almost complete, this webinar was hosted by CEO, Aaron Dunn on Friday, 2 March 2018 where he explains about the re-brand to Smarter SMSF, the updated products & membership now available, the work being conducted around key integrations and the roadmap for 2018. Download the…
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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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