In episode 39 of the Smarter SMSF podcast, Aaron shares his views into the evolving SMSF sector today. Back in 2014, Aaron created the inaugural Future of SMSF report, the first time ever that we gained insights into how practitioners are servicing the needs of trustees, and how their business model operates. Throughout the past few years, we have seen the continued shift to cloud-technology within the SMSF sector, huge legislative change from 1 July 2017 and ongoing regulatory reform that impacts how professionals engage with trustees.
Aaron discusses these many challenges and opportunities within the sector and talks about why he is again undertaking the Future of SMSF survey again in 2018. Whilst there is more competition within the sector than ever before, including through an 'índustrialised' focus at the bigger end of town, this is far from the demise for the smaller practitioner. However, how you respond in the evolution of your SMSF business model will fundamentally determine you success in the future. In reality, there's never been a more exciting time, and Aaron not only explains why, but aims to explore these further through this year's survey.
The Future of SMSF survey launches on Monday, 2 July 2018 and will be available at https://smartersmsf.com/futureofsmsf
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 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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