Heffron SMSF Solutions has added new features to its actuarial certificate service to assist SMSF professionals with the changes to exempt current pension income.
The 2018 SMSF Awards winners have been revealed, and this year’s winners have spoken to SMSF Adviser about the processes, strategies and tools they have used to secure best service their clients.
Changes to the calculation of exempt current pension income are now in effect for 2017–18 returns and will significantly impact actuarial certificate providers and their service partners.
SMSF service providers are anticipating a serious spike in late lodgers this year, as professionals push to prioritise pension accounts before critical CGT and TBAR deadlines.
BGL’s managing director, Ron Lesh, has used an analysis of 140,000 funds to hit back at criticism that SMSF portfolios are over-exposed to cash.