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Breaking down complexity: How Treasury updates will affect advisers going forward

aaron dunn web
By Robyn Tongol
17 November 2021 — 1 minute read

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.

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.

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.

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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.


Breaking down complexity: How Treasury updates will affect advisers going forward
aaron dunn web
smsfadviser logo

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