
Breaking down complexity: How Treasury updates will affect advisers going forward
Sketchy Bongo
الوصف
<p>The SMSF Association has received confirmation from Treasury that under the proposed extension of the non-concessional contribution bring-forward rules, there will be no phase-out of the bring-forward rule for individuals approaching age 75.<br /> <br /> In this week’s episode of the SMSF Adviser Show, hosts Aaron Dunn and Emma Ryan discuss what the confirmation means for advisers both now and in the New Year.<br /> <br /> Aaron and Emma also discuss other items hitting the newsroom over the past fortnight, including the research showing a rise in millennial and Gen Z SMSFs, the role advisers have in preventing scams off the back of Scams Awareness Week, and the government’s move to finalise regulations around super funds disclosing their portfolio holdings to members.</p> <p>In addition, Aaron answers the remaining audience questions from his session at the recent SMSF Adviser Strategy Day, with a particular focus on electronic execution, disregarded small fund assets and new director identification number requirements.</p>