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Smarter SMSF
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Smarter SMSF podcast discuss the insights, ideas and strategies with self managed super funds, designed to help make smarter decisions and equip you to be at the top of your game.
 
EON Financial Group SMSF Podcast brings you a monthly interview with an industry professional or a successful trustee to help you make better decisions for your super fund. We aim to compound your wisdom to help you achieve better results from your self managed super fund.
 
The SMSF Strategy series is hosted by Chris Reed from Business Concepts Group (BCG). The eight-part podcast series covers key areas involved in having a Self Managed Super Fund including Fund Structure, property investing, Gearing, the family super Fund, Tax planning and Estate Planning. SMSF’s are becoming more and more popular but many Funds operate at a basic level. This series looks at helping trustees take their SMSFs to the next level and maximise the benefits of the SMSF. Chris also h ...
 
The SMSF News and Strategy Podcast Show is a monthly podcast hosted by Chris Reed from Business Concepts Group (BCG). It includes discussions on all the latest news and issues around SMSF and Superannuation. The series provides information and education around the strategies now available to you and your SMSF and new strategies as they become available.
 
The podcast for Accountants where you'll get inspiring interviews, tips and strategies, to help you grow your SMSF, property & advisory practice.
 
Your Money Your Life helps you take the next step on your financial journey and therefore your life journey. Whether you are doing really well financially or you are in the process of learning how to win Your Money Your Life is here to help. We answer your questions left on our voice mail feedback line 1300 275 428 We address all topics money related including investing, property, retirement, transition to retirement, superannuation, relationships and money, small business, goal setting, sav ...
 
The podcast for Accountants where you'll get inspiring interviews, tips and strategies, to help you grow your SMSF, property & advisory practice.
 
The Women in Focus (WIF) Podcast series is hosted by Sarah Power from Business Concepts Group (BCG). The eight-part podcast series goes through the various financial issues facing women, how they impact on their finances and what can be done to get them in order. The series covers the latest news in Financial Planning, Investing, Superannuation, Estate Planning, Financial Health, Debt Management and Women in Business. Sarah also hosts the News and Views podcast and joins BCG’s Chris Reed in ...
 
The Business Concepts Group News and Views Podcast Show hosted by Sarah Power from Business Concepts Group (BCG) discusses the latest News and Views in Taxation, Accounting Issues, Business Development and SMSF. Listen for expert information, tax tips and updates on latest developments from the ATO. The News and Views Podcast aims to help you to better understand and improve your business. Sarah also hosts the Women in Focus podcast series and joins BCG’s Chris Reed in hosting the SMSF News ...
 
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Welcome to Finance & Fury! Today we're talking about increasing your net income …and the way to do that is reducing tax. So, in today's episode we'll run through why we pay tax, where it goes and I'll break down all of those dirty little “loopholes” that you’re hearing about, how the super wealthy tax dodge every single year, how they pay no ta ...…
 
In episode 33 of the Smarter SMSF podcast, Aaron is joined by Kevin Bungard, CEO of Class Limited to discuss the release of the December 2017 - Class SMSF Benchmark Report which explores the topic of pensions and whether they match their SMSF stereotype. With pension-paying funds now representing half of the SMSF sector today, the characteristi ...…
 
The SMSF Association's National Conference is always a 'must attend' for those working within the SMSF industry. It is an event that shapes the future of the SMSF sector, draws industry stakeholders from Treasury, ASIC, ATO and more, along with a high calibre of technical experts to share their views of the latest strategies and issues impactin ...…
 
This week is a watershed moment, with the rebrand of The SMSF Academy into Smarter SMSF. Any brand decision you make is an important one as it represents who you are and want to be, in particular in the eyes of your customer. In episode 31, Aaron is joined by Darren Taylor, Managing Director of Taylor & Grace who has worked exclusively to devel ...…
 
We have seen ASIC recently fire a warning shot across the bow of professionals regarding the appropriate completion of binding death benefit nominations for their clients (http://bit.ly/asic-dbn). This media release by ASIC highlighted the importance of a carefully constructed death benefit nomination. In this week's episode 30, Aaron discusses ...…
 
Common Reporting Standards are at the core of a perfect storm. It has become relatively easy to establish a company or trust in an offshore tax haven. And at the same time it is becoming a lot easier for the ATO, and tax authorities worldwide, to find these companies or trusts. And the main reason this is becoming so much easier for the ATO (an ...…
 
How members look to take their benefits post 1 July 2017 has become a key strategy to be employed as a result of the introduction of the transfer balance cap. Where a member intends on taking more than the minimum pension, there are a range of important factors to consider. In episode 29 this week of The SMSF Academy, Aaron explores some of the ...…
 
As we hit the ground running in 2018, the year ahead provides plenty of opportunities for practitioners to contemplate with their SMSF clients (and clients more broadly). This time of year is traditionally full of optimism as we assess our goals, what we would like to achieve and put in place action plans to go out and achieve them. All sounds ...…
 
In this week's episode, Aaron looks at the super reform changes that have had a profound impact on partial commutations. Prior to these new measures, members had a far greater level of flexibility with both TRISs and Account Based Pensions where benefit payments could be re-characterised for income tax purposes, including having these amounts c ...…
 
In this week's podcast (Episode 26), Aaron discusses the ongoing confusion within the SMSF industry about the decisions being made to apply CGT relief under the segregated method, but where the trustee switches the the proportionate method for income tax purposes on 30 June 2017 to avail the fund to apply CGT relief on any or all of the fund's ...…
 
In episode 25 of The SMSF Academy podcast, Aaron Dunn discusses with the CEO of Class Limited, Kevin Bungard the release of the September 2017 Benchmark Report. This report provides key insights to a specific industry feature, benchmark data on SMSF members and investment insights on how SMSFs invest from the more than 145,000 funds currently a ...…
 
The landscape for SMSF estate planning changed on 1 July 2017. Before we had the transfer balance cap, estate planning was relatively straight forward and was not subject to any limits in the hands of the surviving spouse – the new transfer balance cap changes all this. How does the new transfer balance cap affect a reversionary pension upon de ...…
 
The Australian Taxation Office (ATO) has recently finalised the approach for SMSFs to comply with the introduction of reporting various debits and credits against a member's transfer balance cap. It has been a process of going back and forward with the industry, with the ATO having initially landed on a decision, only to be taken to task over t ...…
 
Are you ready for events based reporting? From 1 July 2018 all SMSFs in Australia need to report certain events to the ATO if they have members with total superannuation account balances of $1 million or more. Hence the term events based reporting. Events based reporting is to allow the ATO to monitor the transfer balance accounts of funds in r ...…
 
Events based reporting has undergone an impressive transformation. It changed from affecting every SMSF to only affecting funds with a balance of $1m or more. And it changed from a tight schedule of 10 days after month end to a much more lenient deadline of 28 days after quarter end. How did this turn around come about? On 9 November 2017 the A ...…
 
In this week's episode, Aaron explores how the introduction of the total superannuation balance definition impacts a range of measures including the ability to make non-concessional contributions, eligibility for determining tax exemption using the segregated method and the catch up concessional contribution measures starting on 1 July 2018. Th ...…
 
In episode 22 of The SMSF Academy podcast, Aaron Dunn talks with CEO of Class Limited, Kevin Bungard about the key insights from the recent release of the Class SMSF Benchmark Report - June 2017. They talk in detail about the key issues highlighted from within the quarterly data, including the expected surge in commutations under the super refo ...…
 
Changes from 1 July 2017 have put a greater spotlight on the requirements of an individual needing to satisfy the condition of release of 'retirement' that provides the ability for a member to move their accumulation benefits or transition to retirement income stream into retirement phase. In this week's podcast, Aaron explores the key issues a ...…
 
In our latest episode, we discuss the latest SMSF news as well as the benefits and strategies for members of a couple to equalise their account balances under the new super rules. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist Read more about this Episode…
 
In this week's podcast, Aaron Dunn from The SMSF Academy discusses the proposed new Downsizer Contribution rules that were announced in the 2017-18 Federal Budget and are currently before Parliament, with a commencement date of 1 July 2018 (once through both Houses of Parliament and has received Royal Assent). The downsizer contribution rules i ...…
 
In this episode, Aaron Dunn from The SMSF Academy explores the Australian Taxation Office's updated views on the calculation of exempt current pension income (ECPI) for determining tax exemption within a SMSF from 1 July 2017. This includes a concession around the calculation of ECPI for the 2016-17 income year where a fund has segregated asset ...…
 
Whether to offshore SMSF work or not sounds like a simple straight forward question. But it isn’t. The answer – whether it is a yes or a no – has wide-ranging consequences affecting everything we do – internal processes, software, technology and of course HR. If we stay, how do we compete with other SMSF providers who offshore? And if we go, ho ...…
 
In episode 18, Aaron Dunn from The SMSF Academy revisits the topic of paying pensions and benefit payments post super reforms. This area as a result of the new superannuation measures is expected to come under far greater scrunity, in particular with the concept of retirement phase now determining a fund's entitlement to earnings tax exemption. ...…
 
The ATO has released a position paper on the two options being contemplated for events-based reporting with self-managed super funds (SMSFs). In this episode, Aaron Dunn explores these options and addresses some of the key challenges confronting SMSF professionals into the future.
 
In our latest episode, we discuss the latest SMSF news as well as tax saving pension strategies under the new super rules. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist Read more about this Episode
 
EON speak to Michelle Gibbings from Change Meridian about decision making in your Self Managed Super Fund. There are many decisions to make before, during and to end a Self Managed Super Fund. Michelle introduces a decision making framework setting a successful structure to make decisions judging the importance of the decision how to avoid proc ...…
 
Financial Autonomy is about managing and planning for major transitions in life. A transition that many of us face unfortunately is divorce. I understand researchers have found that going through a divorce can be one of the most stressful things you can experience in life. As a financial planner, I often work with clients who have been through ...…
 
EON speak to David Erdonmez from fixed income manager PIMCO about fixed interest and the impact of rising interest rates on fixed income portfolio's. We discuss the characteristics of fixed income how rising interest rates are likely to impact why should maintain exposure to fixed income in your SMSF the current outlook for fixed income the dif ...…
 
It can be easy to forget that at one point in time the information you are now delivering to your clients was also new to you and you might have needed help understanding it. The delivery often requires just as much attention as the message and in this weeks show we had Mike Barnes share how he creates and delivers stories to his clients in ord ...…
 
Today there are tools at our fingertips which are helping level the playing field of advisors, experience alone just isn't enough anymore and while your 10,000 applied hours are still necessary, there needs to be more to the professional you of the future that only a greater source of data can provide. Big data is here.…
 
In our latest episode, we discuss the top 10 reasons to have a sole purpose corporate trustee for your fund. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist Read more about this Episode
 
When asked questions around who they go to for business advice a large proportion of a recent AFR survey gave responses other than their Accountant, in fact the data showed a very interesting set of repsonses. We caught up with Chris Hooper from Accodex to talk through it.
 
We concluded our State Cup tournament in Kansas this week. Each state holds it’s own competition for U13 to U19 teams. The winner of each age group advances to one of four different regional championships where the winners earn the right to attend the US Youth Soccer National Championship. This is one of my favorite times of the soccer year bec ...…
 
We concluded our State Cup tournament in Kansas this week. Each state holds it’s own competition for U13 to U19 teams. The winner of each age group advances to one of four different regional championships where the winners earn the right to attend the US Youth Soccer National Championship. This is one of my favorite times of the soccer year bec ...…
 
Kane Munro from Active Outsourcing is on the show to help us understand a little more about the how, what & why an Accountant would engage an outsourcing firm that specialises in the Financial Services space.
 
In our latest episode, we bring you part two of our end of financial year planning SMSF’s and a quick 2017 federal budget. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist Read more about this Episode
 
Data is becoming an increasingly important asset to business owners that want to understand their operation better and find the metrics that are truly driving their business forward so they can focus on them. Guy Pearson shares with us how as an Accountant you can utilise different systems and the aggregate data they provide to benchmark agains ...…
 
Customer experiences come in all different shapes and sizes, this week we discuss the impact of your office as a first impression and the overall experience that you're creating for your customers and how that translates to a better customer experience and new business.
 
Why is it that Australian women are retiring with superannuation balances 47% lower than men?It’s a staggering fact… And there are real and severe consequences of this gender inequality in personal savings. For example we’re now seeing women over the age of 55 becoming the fastest growing demographic of homeless people in Australia.This week, w ...…
 
EON speak to Peter August from the Melbourne Mint about the benefits of owning physical gold in your Self Managed Super Fund. We delve into the historical significance of gold importance of gold backing currencies the purchasing power of gold over centuries the impact of currency printing on the value of money a monopoly example to show the imp ...…
 
Historically we have been self reliant on seeking out professional development and mentors in the pursuit of furthering our career and businesses. In this episode we discuss a community based business model that helps Accounting professionals work on their career and engage with others in a mentoring capacity, an absolute game changer for those ...…
 
Michael 'MC' Carter tells us about the keys to marketing success when venturing into the advisory space and how he has been able to assist small firms compete and win against larger competitors.
 
Margaret Lomas interviews Paul Rickard about what is an SMSF and who should set one up. This was the expert interview from S07 E01 of Property Success with Margaret Lomas.
 
Steph Hinds talks us through Social Media best practice and how to get started. She found her voice (and many clients as a result) in a crowded marketplace by creating a laser focus on the customers she wanted to attract and delivering content they were looking for.
 
Margaret talks about buying property throught a Self Managed Super Fund.
 
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