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 discuss some of the rationale for the popularity of ETFs, not only as a low-cost solution, but also providing exposure to markets that trustees typically don't invest in directly (e.g. emerging markets).
In addition, Kevin and Aaron discuss some of the insights from the updated benchmark data around membership, account balances, member phases and more with a focus on understanding what shifts are occuring in the data since the introduction of the new super reform measures from 1 July 2017.
Episode 44 - The great pension squeeze
Episode 43 - How the SMSF sector continues to evolve
Episode 42 - why real change is important in the SMSF sector
Episode 41 - Our tech stack
Episode 40 - Changes to 2018 SMSF Annual Return
Episode 39 - Future of SMSF - insights into the sector today
Episode 37 - opportunities with the downsizer contribution rules
Episode 36 - It's TBAR time...
Episode 35 - Superannuation and the Federal Budget 2018-19
Episode 34 - Labor's policy to remove imputation credit refunds
Episode 33 - Do pension SMSFs match their stereotype?
Episode 32 - My takeaways from the SMSF Association National Conference 2018
Episode 31 - Living your brand in a smarter way
Episode 30 - Why not all death benefit nominations are the same
Episode 29 - Documenting decisions in taking more than the minimum pension
Episode 28 - 8 things to focus on in 2018
Episode 27 - Impact of changes to partial commutations
Episode 26 - CGT Relief: Segregated method and adopting the proportionate approach
Episode 25 - Insights from the Class SMSF Benchmark Report - September 2017
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