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.

Disclaimer

This information is provided by Accurium Pty Limited ABN 13 009 492 219 (Accurium). It is factual information only and is not intended to be financial product advice, legal advice or tax advice, and should not be relied upon as such. The information is general in nature and may omit detail that could be significant to your particular circumstances. The information is provided in good faith and derived from sources believed to be accurate and current at the date of publication. While all care has been taken to ensure the information is correct at the time of publishing, superannuation and tax legislation can change from time to time and Accurium is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current. We recommend that you seek appropriate professional advice before making any financial decisions.