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 characteristics vary significantly from the average and median data typically outlined by the ATO each year in their SMSF statistical overview. Aaron and Kevin discuss some of the insights from the report, including areas for practitioners to be focused on and how these fund's act and operate differently from those SMSFs with a far younger member profile.
In the podcast, Aaron and Kevin also talk about the value of what this data is telling us and why it is so critical today in helping to shape the conversation of the SMSF industry with policy settings into the future - in particular with the creation of the SMSF Association's think tank created in conjunction with the Regulator and several foundation members.
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 38 - Class Benchmark Report - March 2018
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 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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