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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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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