Smarter Smsf

In episode 44 of the Smarter SMSF podcast, Aaron is joined by Kevin Bungard, CEO of Class Limited to discuss the release of the June 2018 Benchmark Report, titled 'the great pension squeeze'.  In this session, Aaron and Kevin discuss just how much impact from a taxation perspective the super reforms have on Government revenues, in particular with the introduction of the transfer balance cap and the taxation of transition to retirement income streams (TRISs).  They discuss current and future policy settings including the proposed measures of the Labor Government to remove franking credit refunds, in addition to the Productivity Commission's draft report that contemplated a $1.0m balance as a comparative figure for SMSFs.