Podcasts about smarter smsf

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Miller, SMSF technical and education manager at Smarter SMSF, to break down an early Christmas present for the SMSF sector – the introduction of regulations on legacy retirement product commutations and reserves. Miller explains why there was a need for these regulations to be put in place and who is set to benefit from legacy pension changes, the important dates for the measures, and considerations for both SMSF members and their advisers when deciding if exiting a pension is the right decision. The podcast also takes a look back on a big year for SMSF professionals. Even though the Division 296 changes never got across the line, there were changes to the stage 3 tax cuts, the objective of super was legislated, and the government raised the ire of accountants with some ill-advised changes to the code of professional conduct for tax practitioners – and much more. Listen as they discuss: How the SMSF sector was impacted by the biggest events of 2024. The key areas covered on the SMSF Adviser Show over the year that was. Why a number of these important issues are going to still be on the agenda in 2025.

Following a whirlwind of legislative activity in the last few days of the parliamentary sitting calendar for the year, the Senate passed a number of bills via a guillotine motion. Although the controversial Division 296 tax was not among them after a last-minute reprieve, several other bills were passed that will ultimately affect the SMSF sector. In this final episode of the SMSF Adviser Podcast for 2024, hosts Keith Ford and Aaron Dunn, CEO of Smarter SMSF, discuss the implications of these measures. Listen as they discuss: The perseverance and success of the campaign by the SMSF Association regarding the Division 296 tax. The objective of super bill and how it may influence future policy decisions. The collapse of wealth management companies, particularly Dixon Advisory, and its impact on the Compensation Scheme of Last Resort. The ATO's updated advice on long-running NALI regulations.

In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a pair of experts on the floor of the SMSF Adviser Technical Strategy Day to provide insight into some of the complex topics facing SMSF professionals. Daniel Butler, director at DBA Lawyers, joins to discuss the changes to non-arm's length income and expense (NALI/E) rules, why there is still so much confusion, and the need to understand the grey area. Tim Miller, SMSF technical and education manager at Smarter SMSF, also joins the show to break down the importance of understanding the nuances of different contribution strategies and explain how his contributions matrix can help make things easier.

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Miller, SMSF technical and education manager at Smarter SMSF, to discuss some of the contribution considerations advisers need to keep in mind ahead of 30 June. Miller explains the concept of a ‘contributions matrix' and how it can help SMSF members consider the future distribution of their superannuation funds, particularly in the context of blended families and estate planning. Listen as they discuss: How to deal with benefit payments before the end of the financial year. The considerations around different fund assets from a tax perspective. What advisers need to be talking to their SMSF clients about.

Episode 11 of the SMSF Experts discusses the limited circumstances under which an SMSF is permitted to borrow. The episode explores the complexities in determining what constitutes a borrowing, particularly in the absence of a definition in the SIS legislation. Aaron Dunn, the CEO and co-founder of Smarter SMSF, joins the program to provide insights into the technical and practical aspects of borrowing in the SMSF sector.

There are a lot of ways to maximise super contributions. In Episode 5 of The SMSF Experts, Shelley is joined by Tim Miller, the Technical and Education Manager at Smarter SMSF, to discuss strategies and super contributions rules to help avoid paying additional tax.

Accountants and their clients will have some unique strategy dilemmas to consider in the lead up to 30 June this year. In this episode, we share a conversation with one of our sister brands, The SMSF Adviser Show. Tim Miller,  SMSF technical and education manager at Smarter SMSF and Smarter SMSF chief executive Aaron Dunn share a range of tips, traps and strategies SMSF professionals can look to employ with their clients in the lead up to 30 June. Mr Miller highlights some of the key contribution strategies to think about and why increasing mortgage repayments may drive an uptick in downsizer contributions, particularly in the 55 to 65 age group. He also discusses some of the dilemmas faced by SMSF professionals and their clients in relation to pensions with the general transfer balance cap set to index to $1.9 million on 1 July.

With 30 June just around the corner, there are a number of opportunities to examine with SMSF clients as part of year-end tax planning. In this episode, Tim Miller, SMSF technical and education manager at Smarter SMSF and Smarter SMSF chief executive Aaron Dunn share a range of tips, traps and strategies that SMSF professionals can look to employ with their clients in the lead up to 30 June. Tim highlights some of the key contribution strategies to think about and why increasing mortgage repayments may drive an uptick in downsizer contributions, particularly in the 55 to 65 age group. He also discusses some of the dilemmas faced by SMSF professionals and their clients in relation to pensions with the general transfer balance cap set to index to $1.9 million on 1 July. 

Aaron is the CEO & Co-founder of Smarter SMSF, which provides accountants and advisers with training, support and documents built by active SMSF specialists. Aaron discusses his recent research into the future of SMSF and how practitioners are actually serving their clients. Aaron Dunn XY: https://www1.xyadviser.com/members/4574606 Smarter SMSF Website: https://smartersmsf.com/ Need SMSF support or CPD? Sign up for SuperGuardian updates https://www.superguardian.com.au/knowledge-centre/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this podcast, Aaron Dunn, CEO of Smarter SMSF, and Miranda Brownlee, deputy editor of sister brand SMSF Adviser, delve into some of the key insights shared during the SMSF Adviser Technical Strategy Masterclass. They discuss some of the key topics of the event including the proposed requirement to have SMSFs prepare their accounts 45 days before the lodgement deadline and changes to make the relief for electronic execution of documents permanent. With many of the presentations also outlining important strategy considerations arising from policy changes and potential legislative changes, they will also touch on what means SMSF professionals need to be thinking about with the advice they provide.

The superannuation and SMSF industry has been greatly impacted by regulatory changes brought about by COVID-19. Hear from SMSF industry expert and CEO of Australia's leading advisory business to accountants, Aaron Dunn, as he describes how his industry was impacted and how he is preparing his business, Smarter SMSF, for the road out.

BGL Account Manager and host of the pod Jorge Tsipos interviews Aaron Dunn of Smarter SMSF about the 2018 Future of SMSF Report. Aaron is a Certified Practising Accountant and SMSF Specialist Advisor, having worked within the SMSF sector for more than 20 years. He is the CEO & Co-Founder of Smarter SMSF as remains an active practitioner today. Firms are shifting away from a yearly reporting model to a ‘as required’ or proactive model. Technology is great - but it needs to work hand in hand with improved process. What needs to change in your firm to take advantage of the SMSF tech advancements. Fund establishments and what the future holds for new funds going forward. SMSF Sector strategy: how does yours compare? Who’s getting all the new SMSF business? Specialists. Get the report here: https://smartersmsf.com/futureofsmsf/ Follow Aaron Dunn | @smartersmsf Follow us on Twitter @BGLdot  | Facebook @BGLCorp Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees.

In episode 44 of the Smarter SMSF podcast, Aaron is joined by Kevin Bungard, CEO of Class Limited to discuss the release of the June 2018 Benchmark Report, titled 'the great pension squeeze'.  In this session, Aaron and Kevin discuss just how much impact from a taxation perspective the super reforms have on Government revenues, in particular with the introduction of the transfer balance cap and the taxation of transition to retirement income streams (TRISs).  They discuss current and future policy settings including the proposed measures of the Labor Government to remove franking credit refunds, in addition to the Productivity Commission's draft report that contemplated a $1.0m balance as a comparative figure for SMSFs.  

What will future SMSF practices look like? How will they grow and adapt? We asked Aaron Dunn of Smarter SMSF to give us an insight.

What will future SMSF practices look like? How will they grow and adapt? We asked Aaron Dunn of Smarter SMSF to give us an insight.

In episode 43 of the Smarter SMSF podcast, Aaron takes a look back at his open letter to the profession from the 2014 inaugural Future of SMSF report and reflects upon just how the SMSF sector has evolved during this time.  Legislative change from 1 July 2017, Regulatory change (and more to come), and rapid technology advancement are all impacting the way in which new trustees are entering the SMSF space and also how practitioners look to serve the needs of new and existing funds. Aaron shares some of his observations of topical issues over the past few years and provides some insights into what this might mean as we head into the future of SMSF.  Importantly, this aligns back to the very reason as to why Smarter SMSF has created this year's Future of SMSF survey to help shape a smarter SMSF future.

In episode 40 of the Smarter SMSF podcast, Aaron is joined by Jeevan Tohki, Product Manager at BGL to discuss the changes to the SMSF Annual Return (SAR) for 2017-18.  The new superannuation reforms from 1 July 2017 has meant a raft of amendments to the current SAR that impacts member information such as total superannuation balances, and transition to retirement income streams (TRISs), along with updates to regulatory data including limited recourse borrowing arrangements and CGT relief information where a fund chose to defer under the transitional CGT relief provisions. Aaron and Jeevan explore the impact of these specific changes, including what practitioners should be aware of when looking at the preparation of the financials and SMSF Annual Return for this income year.

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  

In this week's episode of the Smarter SMSF podcast (episode 38), Aaron is joined by Kevin Bungard, CEO of Class Limited to discuss insights from the March 2018 Benchmark report.  In this quarterly report, Class looked at the continued growth of ETFs within SMSF as part of the fund's investment strategy.  Both Aaron and Kevin discuss some of the rationale for the popularity of ETFs, not only as a low-cost solution, but also providing exposure to markets that trustees typically don't invest in directly (e.g. emerging markets).   In addition, Kevin and Aaron discuss some of the insights from the updated benchmark data around membership, account balances, member phases and more with a focus on understanding what shifts are occuring in the data since the introduction of the new super reform measures from 1 July 2017.

In episode 37 of the Smarter SMSF podcast, Aaron explores the fantastic opportunities presented by the downsizer contribution rules than commence from 1 July 2018.  Whilst the policy intent and explanatory memorandum appear to design the downsizer contribution rules for those who sell their house to 'downsizer', this in practice in not where the strategy considerations end - rather they simply start with the rules in Section 292.102 of the ITAA 1997 provide far wider scope for downsizer contributions that first thought, with opportunities extending to in-specie asset contributions and more. Aaron discusses the key conditions of the downsizer rules, the requirements of the fund's deed to allow such contributions, and the strategic opportunities that these new measures present.

In episode 33 of the Smarter SMSF podcast, Aaron is joined by Kevin Bungard, CEO of Class Limited to discuss the release of the December 2017 - Class SMSF Benchmark Report which explores the topic of pensions and whether they match their SMSF stereotype.  With pension-paying funds now representing half of the SMSF sector today, the characteristics vary significantly from the average and median data typically outlined by the ATO each year in their SMSF statistical overview. Aaron and Kevin discuss some of the insights from the report, including areas for practitioners to be focused on and how these fund's act and operate differently from those SMSFs with a far younger member profile. In the podcast, Aaron and Kevin also talk about the value of what this data is telling us and why it is so critical today in helping to shape the conversation of the SMSF industry with policy settings into the future - in particular with the creation of the SMSF Association's think tank created in conjunction with the Regulator and several foundation members.

This week is a watershed moment, with the rebrand of The SMSF Academy into Smarter SMSF.  Any brand decision you make is an important one as it represents who you are and want to be, in particular in the eyes of your customer.  In episode 31, Aaron is joined by Darren Taylor, Managing Director of Taylor & Grace who has worked exclusively to develop the brand that is now Smarter SMSF.  They discuss in this podcast: the rebrand journey - helping to find your 'why' and what you want the brand to stand for; building a brand model; and what it really means to live your brand This session talks about the journey to Smarter SMSF, but importantly will help you to understand the key ingredients for you business to live your brand everyday and in everything you do.