TheDunnThing - SMSF Dunn Right

In the 'revival' episode on the SMSF Podcast Show, Aaron explores the second tranche of the Governments superannuation reforms, focusing on the release of the exposure draft and impact of the $1.6 million transfer balance cap for retirement income stream.  Aaron discusses how the measures will work, including the proposed impacts on reversionary pensions, excess amounts, asset segregation, CGT relief and more.

In the 'revival' episode on the SMSF Podcast Show, Aaron explores the second tranche of the Governments superannuation reforms, focusing on the release of the exposure draft and impact of the $1.6 million transfer balance cap for retirement income stream.  Aaron discusses how the measures will work, including the proposed impacts on reversionary pensions, excess amounts, asset segregation, CGT relief and more.

In this SMSF podcast, Aaron explores the key issues that need to be considered with the expiry of a life expectancy complying pension.   It is anticipated that a growing number of these defined benefit pensions will expire in the coming years and will impact have an impact from a centrelink, superannuation and tax law perspective.  Aaron explores the key issues and provides some valuable insights in helping to plan for the expiry of these fixed term pensions.

In this SMSF podcast, Aaron explores the key issues that need to be considered with the expiry of a life expectancy complying pension.   It is anticipated that a growing number of these defined benefit pensions will expire in the coming years and will impact have an impact from a centrelink, superannuation and tax law perspective.  Aaron explores the key issues and provides some valuable insights in helping to plan for the expiry of these fixed term pensions.

In this SMSF podcast, Aaron Dunn talks to Nathan Burgess from the Australian Taxation Office (ATO) about the importance of 'active' electronic service addresses (ESA) with self-managed super funds.

In this SMSF podcast, Aaron Dunn talks to Nathan Burgess from the Australian Taxation Office (ATO) about the importance of 'active' electronic service addresses (ESA) with self-managed super funds.

In TheDunnThing podcast show, Aaron discusses the ATO's recent updated view on exempt current pension income (ECPI) following industry consultation to clarify their interpretation of segregated current pension assets and when a certificate in required.

In TheDunnThing podcast show, Aaron discusses the ATO's recent updated view on exempt current pension income (ECPI) following industry consultation to clarify their interpretation of segregated current pension assets and when a certificate in required.

In this episode, Aaron Dunn discusses proposed new measures that will allow an individual the option of withdrawing contributions made in excess of the non-concessional contribution cap made after 1 July 2013, with an associated earnings amount to be taxed to the individual at their marginal tax rate.

In this episode, Aaron Dunn discusses proposed new measures that will allow an individual the option of withdrawing contributions made in excess of the non-concessional contribution cap made after 1 July 2013, with an associated earnings amount to be taxed to the individual at their marginal tax rate.

In the first of what will be a regular podcast with the ATO on SMSF issues, Aaron is in this episode joined by Nathan Burgess, Director of Tax & Regulatory Risks for the SMSF Segment within the Australian Taxation Office (ATO) to discuss the topical issue of SMSF Limited Recourse Borrowing Arrangements. Aaron and Nathan discuss a broad range of issues within this LRBA topic, including: the heightened level of media coverage with LRBAs and how the ATO is risk assessing these arrangements; what areas are attracting the interest of the Regulator; and an update on the current legislative instrument (to be finalised) providing certainty around various in-house asset issues. This podcast provides some great insights into the ATO's current state of play on LRBAs, but more broadly evidencing a maturing SMSF sector.

In the first of what will be a regular podcast with the ATO on SMSF issues, Aaron is in this episode joined by Nathan Burgess, Director of Tax & Regulatory Risks for the SMSF Segment within the Australian Taxation Office (ATO) to discuss the topical issue of SMSF Limited Recourse Borrowing Arrangements. Aaron and Nathan discuss a broad range of issues within this LRBA topic, including: the heightened level of media coverage with LRBAs and how the ATO is risk assessing these arrangements; what areas are attracting the interest of the Regulator; and an update on the current legislative instrument (to be finalised) providing certainty around various in-house asset issues. This podcast provides some great insights into the ATO's current state of play on LRBAs, but more broadly evidencing a maturing SMSF sector.

In the first of what will be a regular podcast with the ATO on SMSF issues, Aaron is in this episode joined by Nathan Burgess, Director of Tax & Regulatory Risks for the SMSF Segment within the Australian Taxation Office (ATO) to discuss the topical issue of SMSF Limited Recourse Borrowing Arrangements. Aaron and Nathan discuss a broad range of issues within this LRBA topic, including: the heightened level of media coverage with LRBAs and how the ATO is risk assessing these arrangements; what areas are attracting the interest of the Regulator; and an update on the current legislative instrument (to be finalised) providing certainty around various in-house asset issues. This podcast provides some great insights into the ATO's current state of play on LRBAs, but more broadly evidencing a maturing SMSF sector.

The past 12 months have seen continued transformation of the SMSF sector, with self-managed super funds going from strength to strength.  The year ahead presents some significant opportunities for the sector to continue to mature and stand as a profession in its own right.  In the first episode for 2014, Aaron is joined by Graeme Colley, Director of Technical and Professional Standards at SPAA to reflect on 2013 for the SMSF industry, along with discussing what is shaping as another significant year in 2014.

The past 12 months have seen continued transformation of the SMSF sector, with self-managed super funds going from strength to strength.  The year ahead presents some significant opportunities for the sector to continue to mature and stand as a profession in its own right.  In the first episode for 2014, Aaron is joined by Graeme Colley, Director of Technical and Professional Standards at SPAA to reflect on 2013 for the SMSF industry, along with discussing what is shaping as another significant year in 2014.