In episode 43 of the Smarter SMSF podcast, Aaron takes a look back at his open letter to the profession from the 2014 inaugural Future of SMSF report and reflects upon just how the SMSF sector has evolved during this time. Legislative change from 1 July 2017, Regulatory change (and more to come), and rapid technology advancement are all impacting the way in which new trustees are entering the SMSF space and also how practitioners look to serve the needs of new and existing funds.
Aaron shares some of his observations of topical issues over the past few years and provides some insights into what this might mean as we head into the future of SMSF. Importantly, this aligns back to the very reason as to why Smarter SMSF has created this year's Future of SMSF survey to help shape a smarter SMSF future.
Episode 44 - The great pension squeeze
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
Episode 25 - Insights from the Class SMSF Benchmark Report - September 2017
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