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,…
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…
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,…
Disclaimer: The SMSF Academy Pty Ltd have taken reasonable care in producing the information found in this podcast (and transcript) and believes that the information is correct at the time of compilation but does not warrant the accuracy of that information. Changes in circumstances may occur at any time and may impact on the accuracy,…
As we hit the ground running in 2018, the year ahead provides plenty of opportunities for practitioners to contemplate with their SMSF clients (and clients more broadly). This time of year, is traditionally full of optimism as we assess our goals, what we would like to achieve and put in place action plans to go…
