Unpacking the SMSF Association’s national conference

03/03/21 • 24 min

SMSF Association deputy chief executive Peter Burgess dives into the recently concluded national conference to explore key themes and emerging trends from the virtual, two-day event.

Peter joins hosts Aaron Dunn and Jotham Lian to take a closer look at what the ATO will be focusing on in the SMSF sector this year, including its approach to new auditor independence guidelines and a new late lodgement compliance program.

He also reveals key attendee insights, his favourite session of the conference and his hopes for the national conference next year.

SMSF Association deputy chief executive Peter Burgess dives into the recently concluded national conference to explore key themes and emerging trends from the virtual, two-day event.

He also reveals key attendee insights, his favourite session of the conference and his hopes for the national conference next year.

Previous Episode

Complexities and opportunities arising from the TBC increase

SMSF specialist Jemma Sanderson delves into what impact the scheduled increase in the general transfer balance cap will have on pensions and contributions for SMSF clients.

Jemma discusses with hosts Aaron Dunn and Miranda Brownlee some of the potential traps to be aware of where only part of the transfer balance cap has been used before 1 July this year and where clients have commuted pensions and started new ones.

She also explains some of the outcomes that may arise if the contribution caps also increase and how this will interact with different caps and thresholds.

Next Episode

How modernising business communications will impact SMSFs

With the government focused on modernising business communications by improving the technology neutrality of Treasury portfolio laws, we take a took at how that will impact the SMSF sector.

Host Jotham Lian speaks to co-host and Smarter SMSF CEO Aaron Dunn to explore how changes to business communications, like written signature requirements and record-keeping requirements, will potentially change under the government’s proposed principles.

Aaron also takes a look at the incoming director identification number regime and how that will impact corporate trustees in the near future.