In episode 24 of our ‘Feeling Smarter’ video series, Aaron and Tim sat down to discuss the interaction between Capital Gains Tax (CGT) cap exemptions and the concept of in-specie contributions. This blog sheds light on recent developments and practical applications of these tax rules, which are crucial for SMSF trustees and members looking…
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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 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…
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The SMSF Association National Conference is one of the annual highlights for the SMSF industry, with over 1,300 delegates coming together for this event. The ‘secret sauce’ to the ongoing success is the high-level of technical content and wonderful opportunities to learn from your peers. As you can see within the video, it was a…
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In episode 21 of the feeling smarter weekly video series, Aaron Dunn and Tim Miller from Smarter SMSF delve into the intricacies of transition to retirement income streams (TRIS), shedding light on the technical challenges and planning opportunities that lie within. TRISs are designed to offer flexibility for members approaching retirement, allowing access…
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