Episode 25 - Insights from the Class SMSF Benchmark Report - September 2017
In episode 25 of The SMSF Academy podcast, Aaron Dunn discusses with the CEO of Class Limited, Kevin Bungard the release of the September 2017 Benchmark Report.
This report provides key insights to a specific industry feature, benchmark data on SMSF members and investment insights on how SMSFs invest from the more than 145,000 funds currently administered through the Class Super software.
The primary focus of the September 2017 report looked at whether the super reforms are set to close the gender gap within SMSFs, including the some of the areas of opportunity for practitioners to deploy strategies in dealing with the differences between male and female SMSF members.
As we head towards the six month mark post super reforms, Aaron and Kevin also discuss some of the key challenges within the SMSF sector and what lies ahead.
Episode 24 - Finalisation of the TBAR reporting for SMSFs
Episode 23 - Issues and opportunities with a member's Total Superannuation Balance
Episode 22 - Insights from the Class SMSF Benchmark Report - June 2017
Episode 21 - Satisfying the Retirement Condition of Release
Episode 20 - Downsizer Contributions
Episode 19 - ATO changes in calculating a fund's tax exemption
Episode 18 - Paying SMSF income streams
Episode 17 - ATO position paper with SMSF events based reporting
Episode 16 - Pension Transfer Balance Cap
SMSF podcast - Episode 14 - what happens at the expiry of a complying pension?
SMSF podcast #13 - Guest: Nathan Burgess, ATO - Is your SMSF SuperStream compliant?
SMSF Podcast #12 - Exempt Current Pension Income (ECPI) update
SMSF Podcast Show - Episode #12 - Reform of excess non-concessional contributions tax
SMSF Podcast Show - Episode #11
SMSF Podcast Show - Episode #10
SMSF Podcast Show - Episode #9
SMSF Podcast Show - Episode #8
SMSF Podcast Show - Episode #7
SMSF Podcast Show - Episode #6
SMSF Podcast Show - Episode #5
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