Nov 17, 2021
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.
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.