Tech Know - SMSF considerations at 30 June

Podcast & PDF

Information for advice professionals only.

30 June is important, not only for individuals, but also for those running a SMSF.  In this podcast, we look at a number of issues relevant for SMSFs that trustees (and their advisers) should be thinking about at this time of year.

You can also access this podcast via Soundcloud.

Dealing to the new annual consent requirements for clients in ongoing fee arrangements continues to create some elements of uncertainty across the financial advice industry. In the past few weeks however there have been a number of announcements that clarify some of the uncertainty. In this week’s podcast we delve into these issues further.
Podcast & PDF
On 29 May 2021, the Federal Government announced an extension to the temporary reduction of the superannuation pension minimum draw down requirements for the 2021/22 financial year.
Podcast & PDF

This podcast explores how this calendar year has seen global equities drop 35.8% from their pre-pandemic high but have since recovered 52.4%, a drop from the February high of 2.4%.

Podcast & PDF

Things you should know: This commentary has been prepared by Westpac Financial Services Limited for use by advisers and must not be made available to any client. The commentary provides an overview only and should not be considered a comprehensive statement on any matter or relied upon as such. Projections given are predicative in character and whilst every effort has been taken to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The results ultimately achieved may differ materially from these projections. This commentary may also contain material provided by third parties derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, Westpac Financial Services Limited does not accept any responsibility for the accuracy or completeness of, or endorses any such material.