Smarter SMSF

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November 3, 2013  

SMSF Podcast Show - Episode #4

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.

October 27, 2013  

SMSF Podcast Show - Episode #3

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.

October 20, 2013  

SMSF Podcast Show - Episode #2

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.

October 13, 2013  

SMSF Podcast Show - Episode #1

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.