Show Notes
Peter Burgess, CEO of the SMSF Association talks to Craig Day about the proposed super reforms to strengthen customer protections in relation to SMSFs. Hosted on Acast. See acast.com/privacy for more information.
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Craig Day and Tim Sanderson discuss the ATO's guidance on SMSF establishment costs, including when members can pay and be reimbursed, when those costs may be treated as contributions and which establishment expenses can be charged to the SMSF. Hosted on Acast. See acast.com/privacy for more information.
As we step into the 2026-27 financial year, advisers are actively helping clients plan and implement strategies for the year ahead. However its just as important to look back, as the way clients complete their 2025-26 tax returns can have a direct impact on the success of the financial planning strategies advisers recommended for the 2025-26 year.
Craig Day, Linda Bruce, William Truong and Kim Guest discuss the latest technical news: Draft legislation for the 30% minimum tax on discretionary trusts 2026 Intergenerational Report and the implications for retirement and aged care advice How Payday Super is operating three months from commencement Hosted on Acast. See acast.com/privacy for more information.
Craig Day, Linda Bruce, Tim Sanderson, Alex Denham and Kim Guest discuss the latest technical news: CGT and negative gearing changes, in situations involving death and relationship breakdown Proposed super reforms in relation to SMSFs Changes to the payment of pension supplement when going overseas Deeming rate from 20 Sept Announcement regarding Commonwealth Home Support Program Hosted on Acast. See acast.com/privacy for more information.
From the 2027-28 financial year, significant changes to CGT rules mean that some clients will realise capital gains that are subject to a minimum 30% tax rate.