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 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 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
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