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October 2, 2017  

Episode 22 - Insights from the Class SMSF Benchmark Report - June 2017

October 2, 2017

In episode 22 of The SMSF Academy podcast, Aaron Dunn talks with CEO of Class Limited, Kevin Bungard about the key insights from the recent release of the Class SMSF Benchmark Report - June 2017. 

They talk in detail about the key issues highlighted from within the quarterly data, including the expected surge in commutations under the super reforms from 1 July 2017 and how this contradicts some of the key messaging from the Australian Taxation Office about the level of expected reporting with an individual's transfer balance account (TBA). 

In addition, Aaron & Kevin discuss the increasing role that technology is going to play around the Transfer Balance Account Reporting (TBAR) into the future and whether these measures are the first legislative catalyst for a shift to cloud based technology for the SMSF industry.