The SMSF Adviser Show

Breaking down complexity: How Treasury updates will affect advisers going forward


Listen Later

The SMSF Association has received confirmation from Treasury that under the proposed extension of the non-concessional contribution bring-forward rules, there will be no phase-out of the bring-forward rule for individuals approaching age 75. In this week's episode of the SMSF Adviser Show, hosts Aaron Dunn and Emma Ryan discuss what the confirmation means for advisers both now and in the New Year. Aaron and Emma also discuss other items hitting the newsroom over the past fortnight, including the research showing a rise in millennial and Gen Z SMSFs, the role advisers have in preventing scams off the back of Scams Awareness Week, and the government's move to finalise regulations around super funds disclosing their portfolio holdings to members.

In addition, Aaron answers the remaining audience questions from his session at the recent SMSF Adviser Strategy Day, with a particular focus on electronic execution, disregarded small fund assets and new director identification number requirements.

...more
View all episodesView all episodes
Download on the App Store

The SMSF Adviser ShowBy Momentum Media


More shows like The SMSF Adviser Show

View all
SMSF News and Strategies Podcast Show by Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

SMSF News and Strategies Podcast Show

0 Listeners

The Property Couch by Bryce Holdaway & Ben Kingsley

The Property Couch

51 Listeners

Property Investment Podcast Network by Momentum Media

Property Investment Podcast Network

20 Listeners

The Money Puzzle by The Australian

The Money Puzzle

46 Listeners

Your Wealth by NAB

Your Wealth

7 Listeners

Investopoly by Stuart Wemyss

Investopoly

13 Listeners

The Elephant In The Room Property Podcast | Inside Australian Real Estate by Chris Bates

The Elephant In The Room Property Podcast | Inside Australian Real Estate

11 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

19 Listeners

Buy Hold Sell, by Livewire Markets by Livewire Markets

Buy Hold Sell, by Livewire Markets

3 Listeners

Inside Commercial Property by Rethink Investing

Inside Commercial Property

4 Listeners

Friends With Money by Money Magazine

Friends With Money

9 Listeners

Retire Right by Glen James

Retire Right

21 Listeners

The Fin by Australian Financial Review

The Fin

18 Listeners

The SMSF Experts with Shelley Banton by Shelley Banton

The SMSF Experts with Shelley Banton

0 Listeners

Australian Retirement Podcast by Rask

Australian Retirement Podcast

9 Listeners