Sep 28, 2016

SMSF Podcast Show - Episode #16 - Pension Transfer Balance Cap


In the 'revival' episode on the SMSF Podcast Show, Aaron explores the second tranche of the Governments superannuation reforms, focusing on the release of the exposure draft and impact of the $1.6 million transfer balance cap for retirement income stream.  Aaron discusses how the measures will work, including the proposed impacts on reversionary pensions, excess amounts, asset segregation, CGT relief and more.

Oct 11, 2015

SMSF podcast - Episode 14 - what happens at the expiry of a complying pension?


In this SMSF podcast, Aaron explores the key issues that need to be considered with the expiry of a life expectancy complying pension.   It is anticipated that a growing number of these defined benefit pensions will expire in the coming years and will impact have an impact from a centrelink, superannuation and tax law perspective.  Aaron explores the key issues and provides some valuable insights in helping to plan for the expiry of these fixed term pensions.

Sep 18, 2015

SMSF podcast #13 - Guest: Nathan Burgess, ATO - Is your SMSF SuperStream compliant?


In this SMSF podcast, Aaron Dunn talks to Nathan Burgess from the Australian Taxation Office (ATO) about the importance of 'active' electronic service addresses (ESA) with self-managed super funds.

Sep 7, 2015

SMSF Podcast #12 - Exempt Current Pension Income (ECPI) update


In TheDunnThing podcast show, Aaron discusses the ATO's recent updated view on exempt current pension income (ECPI) following industry consultation to clarify their interpretation of segregated current pension assets and when a certificate in required.

Oct 12, 2014

SMSF Podcast Show - Episode #12 - Reform of excess non-concessional contributions tax


In this episode, Aaron Dunn discusses proposed new measures that will allow an individual the option of withdrawing contributions made in excess of the non-concessional contribution cap made after 1 July 2013, with an associated earnings amount to be taxed to the individual at their marginal tax rate.

Mar 10, 2014

SMSF Podcast Show - Episode #11

In the first of what will be a regular podcast with the ATO on SMSF issues, Aaron is in this episode joined by Nathan Burgess, Director of Tax & Regulatory Risks for the SMSF Segment within the Australian Taxation Office (ATO) to discuss the topical issue of SMSF Limited Recourse Borrowing Arrangements.

Aaron and Nathan discuss a broad range of issues within this LRBA topic, including:
  • the heightened level of media coverage with LRBAs and how the ATO is risk assessing these arrangements;
  • what areas are attracting the interest of the Regulator; and
  • an update on the current legislative instrument (to be finalised) providing certainty around various in-house asset issues.
This podcast provides some great insights into the ATO's current state of play on LRBAs, but more broadly evidencing a maturing SMSF sector.

Jan 24, 2014

SMSF Podcast Show - Episode #10

The past 12 months have seen continued transformation of the SMSF sector, with self-managed super funds going from strength to strength.  The year ahead presents some significant opportunities for the sector to continue to mature and stand as a profession in its own right. 

In the first episode for 2014, Aaron is joined by Graeme Colley, Director of Technical and Professional Standards at SPAA to reflect on 2013 for the SMSF industry, along with discussing what is shaping as another significant year in 2014.

Dec 15, 2013

SMSF Podcast Show - Episode #9


The rapid change in technology is quickly redefining how professionals charge for SMSF compliance-related services.  In the next 2-3 years, it is predicted that as much as one-third of professional services revenue could disappear as a result of technology advancements. 

In this week's SMSF Podcast Show, Aaron is joined by Kate Sheringham, Product Manager at Class Super to discuss:

  • the role of technology in building greater efficiency within compliance-based services.
  • what impact the shift in cloud technology can provide professionals; and
  • how technology as an 'enabler' will provide the tools to create large SMSF administrators

Dec 1, 2013

SMSF Podcast Show - Episode #8


With online communities growing in popularity as a means to engage with like-minded individuals, it is expected that many self-directed SMSF trustees will engage within communities on a range of strategic and investment decisions for their self-managed super funds.

With only one in five Australian's currently seeking financial advice from a licensed adviser, do these online communities pose a threat or opportunity for skilled professionals to engage and attract a growing number of financially savvy trustees?  In this podcast, Aaron Dunn discusses the evolution of online communities with Managing Director of Self-Wealth, Andrew Ward, including how consumer behaviours through the use of social media and peer-to-peer investing are changing how advisers need to be engaging with the next generation of SMSF trustee.

Nov 24, 2013

SMSF Podcast Show - Episode #7

It is all too often that a lack of appropriate estate planning ends up leading to the courts to resolve family disputes over family wealth.  With superannuation now a significant part of an individual's wealth pool, this area is likely to lead to greater dispute through the courts.  Putting in place the appropriate death benefit nominations to deal with the orderly transfer of wealth is a critical ingredient to building a SMSF estate plan.

In this week's SMSF Podcast Show, Aaron is joined by Ian Glenister, Solicitor and co-founder of The SMSF Academy to discuss the importance of death benefit nominations in light of a recent Victorian Supreme Court decision in the case of Wooster vs. Morris [2013] VSC 594.  With a growing number of blended families in existence within Australia, this decision handed down provides some valuable lessons for both trustees and professionals to ensure appropriate attention is given to the structuring of estate planning outcomes and validity of death benefit nominations.

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