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Jul 2
36m 42s

Where to from here? Planning for the new...

MOMENTUM MEDIA
About this episode

It’s the start of a new financial year, but there are still many uncertainties in the SMSF world. In the latest episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn discuss the implications of the upcoming Division 296 legislation, which is set to impact individuals with superannuation balances over $3 million. 


As the new financial year kicks off, there is a raft of other topics that SMSF professionals need to pay attention to and plan for the year ahead, and Aaron breaks down all of the areas that deserve a closer look.

Listen as they discuss:

  • How a lack of certainty is impacting the sector.
  • The continued pushback from a growing cohort of industry bodies.
  • The rise in SG and its effect on contribution strategies.
  • Timely reviews needed now of investment strategies and estate planning.
Up next
Jun 18
Streamlining the audit process
With just two weeks remaining until the financial year wraps up, getting an SMSF ready for tax time involves ensuring there is a smooth audit process. In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn are joined by well-known industry auditor Deanne Fir ... Show More
47m 51s
Jun 4
EOFY super planning and tax strategies
As the end of the financial year approaches, SMSF professionals are gearing up to navigate the complexities of superannuation contributions and tax planning. In this episode of the SMSF Adviser Show, industry stalwart Liam Shorte, director of Sonas Wealth, explains the essential ... Show More
48m 30s
May 21
Media mayhem and Div 296
The $3 million super tax has been headline news around the country over the past couple of weeks and has finally made the front pages of the mainstream media. In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn highlight a critical aspect of the debate that ... Show More
41m 51s
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