SMSF insights & updates | Accurium

Highlights from Accurium's major statistical release on SMSFs for the 2014 financial year well ahead of the ATO statistics, and an update on key changes to the SMSF landscape including new Age Pension rules and the increasing preservation age.

Senior Actuary Doug McBirnie shares the highlights from Accurium’s new SMSF Retirement Insights paper, Volume 3: Bridging the prosperity gap. The paper is based on an analysis of the 65,000 SMSFs in Accurium's database. It's the first major statistical release on SMSFs for the 2014 financial year and well ahead of the ATO statistics.

SMSF Technical Services Manager Melanie Dunn will update you on the key changes on the SMSF landscape over the last six months, including updates to the ATO's guidance on ECPI, changing preservation ages and the new Age Pension assets test rules.


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