5 key SMSF documents to help with the super reforms

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Watch the webinar presented by Aaron where he showcased current member, Collins House and how they used 5 key SMSF documents to help them work through the super reforms for their SMSF clients. Starting the journey lost and unaware of the impact of the measures, over the past 12 month or more, the business has focused on the implementation of key systems and processes to give it the confidence to navigate through the reforms and continue to grow their SMSF business from strength to strength.

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Episode 26 – CGT relief: segregated method and adopting the proportionate approach

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  In this week’s podcast (episode 26), Aaron discusses some of the challenges confronting practitioners in applying CGT relief using the segregated method, in particular around the decisions of adopting the proportionate method for income tax purposes. Aaron highlights within this podcast the confusion in the fund’s actuarial requirements upon switching to the proportionate method…

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Episode 23 –Issues and opportunities with a member’s Total Superannuation Balance

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  In this week’s episode of the SMSF Academy podcast (episode 23), Aaron explores how the introduction of the total superannuation balance definition impacts a range of measures including: the ability to make non-concessional contributions, eligibility for determining a fund’s tax exemption using the segregated method; and the application of the catch up concessional contribution…

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