Podcast | Episode 19 – ATO changes to determining tax exemption

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In this week’s podcast, Aaron discusses the Australian Taxation Office’s (ATO) change in view in calculating exempt current pension income (ECPI) from 1 July 2017, in particular where a SMSF’s assets are segregated for part of an income year. He explains the implications for practitioners of the ATO’s revised approach in calculating the earnings tax exemption,…

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Podcast | Episode 18 – Paying SMSF income streams

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In this week’s podcast, Aaron discusses the importance of appropriately establishing and maintaining SMSF income streams as a result of the new superannuation measures from 1 July 2017. He explains some of the key risks with poorly constructed pension documents, including where professionals rely upon SMSF software generated documents that don’t tie into the governing rules…

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Introducing the Campus Learning Centre

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Today we have launched the new Campus Learning Centre within The SMSF Academy’s membership platform.  This learning centre replaces the way in which members were able to access webinar recordings and SMSF courses. To help understand how members can access the Learning Centre, watch this short video from CEO, Aaron Dunn as he helps navigate…

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May 2017 Update

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In the May 2017 Campus update, Aaron shares with you all the latest news and activity from The SMSF Academy. This month includes: Latest news on technical and regulatory issues from the Federal Budget and amendment to new super measures from 1 July 2017 (1m 35s to 6m 28s); New Campus features – including adding…

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SMSF overview of the Federal Budget 2017-18

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As we still work through the impact of last year’s Federal Budget in readiness for 1 July 2017, tonight’s Budget delivered a much softer impact for superannuation and SMSFs specifically.  A focus on this year’s Federal Budget, delivered by the Treasurer, Scott Morrison, was around dealing with the cost of living pressures and living within our…

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