Significant changes with the super reforms from 1 July 2017 have impacted strategies and the treatment of partial commutations from a superannuation income stream. In this video, Aaron explains how these measures have been updated within the document templates available within the campus platform.
DetailsWatch the webinar presented by Aaron where he showcased current member, Collins House and how they used 5 key SMSF documents to help them work through the super reforms for their SMSF clients. Starting the journey lost and unaware of the impact of the measures, over the past 12 month or more, the business has focused on the implementation of key systems and processes to give it the confidence to navigate through the reforms and continue to grow their SMSF business from strength to strength.
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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 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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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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