Downsizer contributions offer individuals a unique opportunity to optimize their retirement savings strategy by leveraging the proceeds from the sale of their home.

In this episode, your host Garry Johnston speaks to Senior SMSF Technical Specialist Anthony Cullen, to dive into the ins and outs of downsizer contributions. Anthony will answer some common questions regarding downsizer contribution, such as eligibility criteria, reporting requirements and how they interact with other retirement strategies.

LINKS

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CREDITS

Host: Garry Johnston, National Manager – Software Sales, SuperConcepts

Guest: Anthony Cullen, Senior SMSF Technical Specialist, SuperConcepts

The information in this podcast is factual information only. It doesn’t contain any financial advice or make any recommendations about a financial product or service being right for you. Any opinion stated by a podcast guest are the personal views and opinions of these individuals only and doesn’t necessarily reflect the views of SuperConcepts. It’s important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.

See privacy information https://bit.ly/3E5H7Uf.

Open Banking is reshaping the SMSF landscape. With the ability to securely access real-time financial data from various accounts, SMSF trustees will be able to obtain data faster, to get a holistic view of their funds.

In today’s episode, we’re diving into the exciting and increasingly important world of Open Banking. Your host Jessica Griffith speaks to, Grant Augustin, Founder & Managing Director at SISS Data Services and Damien Wright, Executive Manager, Supplier Integration at SuperConcepts, who will help us understand what you need to know, from consent, security, to no passwords!

LINKS

Unlock the benefits of Open Banking with SuperMate!

Discover how SuperMate can help streamline your SMSF accounting and simplify the management of your clients' SMSFs.

To explore the potential of SuperMate, visit our website and watch a demo today!

#FindYourSuperMate: https://bit.ly/43Gjizj

Consumer Data Right website: www.cdr.gov.au 

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Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE

Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at [email protected]

CREDITS

Host: Jessica Griffith

Guests: Grant Augustin, Founder & Managing Director at SISS Data Services

             Damien Wright, Executive Manager, Supplier Integration at SuperConcepts

The information in this podcast is factual information only. It doesn’t contain any financial advice or make any recommendations about a financial product or service being right for you. Any opinions stated by a podcast guest are the personal views and opinions of these individuals only and don’t necessarily reflect the views of SuperConcepts. It’s important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.

See privacy information https://bit.ly/3E5H7Uf 

Many SMSFs invest in traditional investments such as shares, bonds, cash and property. However, did you know they can also invest in private companies and unit trusts linked to those associated with the fund?

Unit trusts offer SMSFs broader investment access, flexibility, and simplified reporting. However, incorrect decisions can lead to tax liabilities and compliance issues.

In this episode, your host Jessica Griffith speaks to Graeme Colley, Executive Manager - SMSF Technical & Private Wealth, to dive into the topic of investing in unit trusts within an SMSF and what factors trustees should consider.

LINKS

Want to learn more about SMSFs? 

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This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bit-size bits.

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Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at [email protected].

CREDITS

Host: Jessica Griffith

Guests: Graeme Colley, Executive Manager, SMSF Technical & Private Wealth

The information in this podcast is factual information only. It doesn’t contain any financial advice or make any recommendations about a financial product or service being right for you. Any opinion stated by a podcast guest are the personal views and opinions of these individuals only and doesn’t necessarily reflect the views of SuperConcepts. It’s important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.

See privacy information https://bit.ly/3E5H7Uf.

The Federal Budget was handed down this Tuesday. However, there was no further detail provided on the workings of the $3 million cap and increased tax on super balances and a minor reference to the purpose of superannuation

In this special episode, Philip La Greca, Executive Manager, SMSF Technical & Strategic Services and Anthony Cullen, Senior SMSF Technical Specialist, take a deep dive into the key announcements contained within the Budget papers that affect superannuation and retirees.

LINKS

Want to learn more about SMSFs? 

Continue your SMSF journey with our FREE insights email program.

This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bit-size bits.

Subscribe here: https://bit.ly/3MknEE4

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Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at [email protected].

CREDITS

Host: Anthony Cullen, Senior SMSF Technical Specialist

          Philip La Greca, Executive Manager, SMSF Technical & Strategic Services

The information in this podcast is factual information only. It doesn’t contain any financial advice or make any recommendations about a financial product or service being right for you. It’s important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.

See privacy information https://bit.ly/3E5H7Uf.

SMSFs have always been a popular vehicle for property investment in recent years. However, it's important for trustees to be aware of the rules and conditions that come with this investment strategy.

In this episode, your host Jessica Griffith speaks to Graeme Colley, Executive Manager - SMSF Technical & Private Wealth to explore the ins and outs of purchasing property through an SMSF.

LINKS

Want to learn more about SMSFs?

Continue your SMSF journey with our FREE insights email program.

This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bit-size bits.

Subscribe here: https://bit.ly/3MknEE4

CONNECT

Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE

Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at [email protected].

CREDITS

Host: Jessica Griffith

Guests: Graeme Colley, Executive Manager, SMSF Technical & Private Wealth

The information in this podcast is factual information only. It doesn’t contain any financial advice or make any recommendations about a financial product or service being right for you. It’s important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.

See privacy information https://bit.ly/3E5H7Uf.

Exchange traded funds (ETFs) have become increasingly popular among SMSF investors due to their cost-effective way to invest in a diversified portfolio of shares or bonds.

In this episode, your host Jessica Griffith speaks to Chris Brycki, Founder and CEO at Stockspot and Sarah Pressler, National Manager, Key Accounts at SuperConcepts to discuss how ETFs can help SMSF trustees achieve their goals.

LINKS

SuperConcepts + Stockspot, your partners in SMSFs

Stockspot has partnered with SuperConcepts, bringing together the services you need for your SMSF through technology built for the future.

Learn more here: https://www.stockspot.com.au/ 

CONNECT

Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE 

Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at [email protected] 

CREDITS

Host: Jessica Griffith

Guests: Chris Brycki, Founder and CEO at Stockspot

             Sarah Pressler, National Manager, Key Accounts at SuperConcepts

The information in this podcast is factual information only. It doesn’t contain any financial advice or make any recommendations about a financial product or service being right for you. It’s important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.

See privacy information https://bit.ly/3E5H7Uf 

Changes to the Transfer Balance Account Reporting (TBAR) regime are set to take effect on 1 July this year. These changes will have a significant impact on the timing that SMSFs report certain events.

In this episode, your host Jessica Griffith speaks to Anthony Cullen, Senior SMSF Technical Specialist, to discuss the reporting obligations for self-managed super funds and how to prepare for it.

LINKS

Want to learn more about SMSFs? 

Continue your SMSF journey with our FREE insights email program.

This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bite-size bits.

Subscribe here: https://bit.ly/3MknEE4

CONNECT

Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE

Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at [email protected].

CREDITS

Host: Jessica Griffith

Guests: Anthony Cullen, Senior SMSF Technical Specialist

The information in this podcast is factual information only. It doesn’t contain any financial advice or make any recommendations about a financial product or service being right for you. It’s important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.

See privacy information https://bit.ly/3E5H7Uf.

According to ATO’s statistics for SMSFs, a younger demographic has been driving the growth in SMSFs. Generation X, born between the mid-1960s and early 1980s, they are at a stage in their lives where they are thinking seriously about retirement.

In this episode, your host Jessica Griffith speaks to Nicholas Ali, Executive Manager, SMSF Technical Support, to discuss what strategies may appeal to Generation X when it comes to SMSF and how it works.

LINKS

Want to learn more about SMSFs? 

Continue your SMSF journey with our FREE insights email program.

This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bite-size bits.

Subscribe here: https://bit.ly/3MknEE4

CONNECT

Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE

Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at [email protected].

CREDITS

Host: Jessica Griffith

Guests: Nicholas Ali, Executive Manager, SMSF Technical Support

The information in this podcast is factual information only. It doesn’t contain any financial advice or make any recommendations about a financial product or service being right for you. It’s important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.

See privacy information https://bit.ly/3E5H7Uf.

This release is a special episode of the SMSF Adviser Show. Senior SMSF technical specialist Anthony Cullen was interviewed by co-hosts Miranda Brownlee and Aaron Dunn to discuss the $200,000 increase in the general Transfer Balance Cap (TBC) and how it may apply to SMSF trustees and professionals. Anthony highlights factors to weigh up in delaying pension, the potential for future tax savings, and explains how the increase works in relation to death benefits.

LINKS

Want to learn more about SMSFs? 

Continue your SMSF journey with our FREE insights email program.

This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bite-size bits.

Subscribe here: https://bit.ly/3MknEE4

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Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE

Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at [email protected].

CREDITS

The original podcast was released on SMSF Adviser Show

Host: Miranda Brownlee, Deputy editor of SMSF Adviser

Co-host: Aaron Dunn, CEO & Co-Founder at Smarter SMSF

Guest: Anthony Cullen, Senior SMSF Technical Specialist at SuperConcepts

Original podcast: https://bit.ly/3yYFVB0 

The information in this podcast is factual information only. It doesn’t contain any financial advice or make any recommendations about a financial product or service being right for you. It’s important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.

See privacy information https://bit.ly/3E5H7Uf.

One of the key challenges SMSF trustees can face is staying on top of the transactions within their funds. That’s where data feeds come in – they drive automated processing and reconciliation of transactions, delivering significant efficiency improvements which will therefore eliminate the burden of manual data input and significantly reduces the risk of errors.

In this episode, your host Jessica Griffith talks to special guest Damien Wright, Executive Manager, Supplier Integration at SuperConcepts, to gain a deeper understanding of data feeds and Open Banking and their implications for the SMSF industry.

LINKS

Want to learn more about SMSFs? 

Continue your SMSF journey with our FREE insights email program.

This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bit-size bits.

Subscribe here: https://bit.ly/3MknEE4 

CONNECT

Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE

Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at [email protected].

CREDITS

Host: Jessica Griffith

Guests: Damien Wright, Executive Manager, Supplier Integration 

The information in this podcast is factual information only. It doesn’t contain any financial advice or make any recommendations about a financial product or service being right for you. It’s important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.

See privacy information https://bit.ly/3E5H7Uf.