In a modern practice, the adoption of specialist cloud-based SMSF software is only one part of the jigsaw in developing a solution that is truly customer-centric. After introducing Steph Hinds from Growthwise onto stage as a speaker at last year’s BGL RegTech, I listened with great intent as she spoke to the ‘tech stack’ she uses…
In episode 40 of the Smarter SMSF podcast, Aaron is joined by Jeevan Tohki, Product Manager at BGL to discuss the changes to the SMSF Annual Return (SAR) for 2017-18. The new superannuation reforms from 1 July 2017 has meant a raft of amendments to the current SAR that impacts member information such as total…
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…
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…
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…
