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 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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