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 out and achieve them. All sounds good in theory anyway, right?
In this week's episode, Aaron talks about the 8 key things to focus on in 2018 - many of these items are discussed not only to relate to you, but Aaron discusses how he is utilising these key focus areas himself within his business as we advance into the year ahead and beyond. He provides some personal challenges for you and things you need to put some real prioritisation into to ensure that you have a successful 2018.
So, what are your key focuses in 2018? Tell us through social media via @thesmsfacademy
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 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 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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