Nov 17, 2013

SMSF Podcast Show - Episode #6

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Technology is playing a significant role in shaping the future of the SMSF industry, quickly redefining the needs of trustees and the service offerings of professionals.  The shift to ‘cloud’ is no longer seen as a consideration, but a must for professionals to build greater efficiency and effectiveness in your business and with your value proposition.

In this SMSF Podcast Show, Aaron Dunn is joined by Ron Lesh, Managing Director of BGL Corporate Solutions Pty Ltd.  Aaron and Ron discuss the:
  • relatively slow uptake of technology by professionals within the SMSF industry, and some of the benefits that businesses gain by adopting current technology, 
  • pros and cons of moving your SMSF business to the 'cloud', and how to best assess this decision; and
  • how technology is influencing trustee behaviour and what professionals need to be thinking about with their clients in the coming years.

Nov 10, 2013

SMSF Podcast Show - Episode #5

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The dynamics and demographics of the self-managed super fund sector are changing at a fairly rapid rate.  There are a growing number of new trustees, with 4 in every 10 now under the age of 45.  Whilst more and more trustees are adopting a more self-directed approach to their retirement savings, this doesn’t mean people are reducing the level of engagement in obtaining professional advice.  For those advisers doing it well, the level of engagement with new and existing clients is as high or if not higher than it’s ever been before.

In this podcast, Aaron Dunn discusses this topic with recent AFA Adviser of the Year, Jenny Brown of JBS Financial Strategists as they explore various engagement tactics, along with the growing role of engaging via social media.

Nov 3, 2013

SMSF Podcast Show - Episode #4

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With the superannuation industry now surpassing $1.6 trillion and projected to grow to $7.6 trillion by 2033, it presents a range of competitive challenges for the industry but also for an aging population.  


In this week's SMSF Podcast Show, Aaron Dunn discusses with Actuary & Partner at Deloitte, Stephen Huppert about the recent release of the "Dynamics of Australia's Superannuation System: the next 20 years", which discusses the growth of Australia's superannuation system, pre and post retirement battlegrounds, the impact of the GFC, generational shifts in wealth and adequacy in retirement.  In particular, Aaron and Stephen discuss the continued boom of the SMSF industry and why it is seen as a wildcard in the next 20 years.

Oct 27, 2013

SMSF Podcast Show - Episode #3

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In this episode, Aaron Dunn is joined by Peter Burgess, Head of Technical and Policy for AMP SMSF to discuss many of the recent reforms impacting contributions, including changes to excess concessional contributions tax and the new Division 293 tax, which reduces the tax concession on concessional contributions for high income earners.  Both Aaron and Peter also talk about the strategy considerations in light of these reforms, along with some practical tips and considerations with popular contribution strategies including the contribution reserving or holding account strategy per ATOID 2012/16.

Oct 20, 2013

SMSF Podcast Show - Episode #2

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In this second episode, Aaron Dunn discusses with Melanie Dunn, Actuarial Analyst and Team Leader from Bendzulla Actuarial, the Commissioner's release of draft determination, TD 2013/D7, which looks at the issue of segregation and current pension assets. In addition, Aaron and Melanie look at recent changes to the expanded definition of a superannuation income stream in section 295-385 of the ITAA 1997 and the continuation of a fund's tax exemption beyond the death of a member.


Oct 13, 2013

SMSF Podcast Show - Episode #1

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In the first episode of the SMSF Podcast show, Aaron Dunn talks with Bryan Ashenden, Senior Manager, Technical Consulting of BT Financial Group about ASIC's recent focus on the quality of advice to SMSF trustees.

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