Unpacking the data – what’s happening in the SMSF sector from a statistical standpoint
09/25/24 • 44 min
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Steele, general manager at Class, to dig down on the information that came out of the annual Class Annual Benchmark Report. The report is an annual snapshot from a macro standpoint of how the SMSF sector is developing, using data from the Class Super platform, which is representative of the broader Australian SMSF market. This year’s report highlights several trends that are likely to influence the future of the sector.
Listen as they discuss:
- The continued growth of the sector and its projections
- The unmet advice needs of SMSF members
- How the proposed Div 296 may impact funds
- Transition to retirement strategies and their impacts
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Steele, general manager at Class, to dig down on the information that came out of the annual Class Annual Benchmark Report. The report is an annual snapshot from a macro standpoint of how the SMSF sector is developing, using data from the Class Super platform, which is representative of the broader Australian SMSF market. This year’s report highlights several trends that are likely to influence the future of the sector.
Listen as they discuss:
- The continued growth of the sector and its projections
- The unmet advice needs of SMSF members
- How the proposed Div 296 may impact funds
- Transition to retirement strategies and their impacts
Previous Episode
Understanding planning and strategies for older clients
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Peter Johnson, director of Advisers Digest, to give a sneak peek at his upcoming session at the SMSF Adviser Technical Strategy Day and why it’s vital to understand the evolving needs of older clients. Johnson explains some of the opportunities that are available for older clients as the intersection between contributions and pensions grows and how to deal with uncertainty through careful forward planning. Listen as they discuss:
- How clients are trying to preserve as much of their SMSF assets to pass on to their children.
- The impact that the $3 million super tax will play in designing strategies.
- Why CGT should be top of mind for small-business owners well before they enter retirement.
Next Episode
Retirement income covenant – how it can help SMSF trustees navigate retirement
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Julie Steed, senior technical services manager at MLC Tech Connect, to discuss how advisers can refer to the retirement income covenant to help their SMSF clients. As the RIC approaches its second year and new guidance is added, it is becoming clear how well-prepared many SMSFs are in regard to retirement products, but there is still more to be done.
In this podcast the speakers discuss:
- How advisers can assist clients with their retirement income calculations
- Understanding retirement products
- Tax implications for SMSFs in retirement streams
- Incapacity and death and trustee structure in an SMSF
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