CEO & Co-Founder
About the Instructor
When it comes to self-managed super, professionals, industry and Regulators look to Aaron about the latest insights, strategies, trends, issues and opportunities in the sector. It is with this insight that Aaron has been sort out to participate in Government & Regulatory reviews, including the Super System Review (Cooper Review) and the ‘Reinventing the ATO’ program.
Aaron is a CPA and SMSF Specialist and acts as CEO of The SMSF Academy which he co-founded in 2011.
Aaron is a former nationally ranked high jumper, having achieved a personal best of 2.14m. He is married to wife Natalie, with three young children - twins, Ella & Thomas and Benjamin.
When Aaron is not talking about superannuation, you will find him talking about sport, especially AFL football.
Topic - CGT Relief Arrangements
In the lead-up to the super reforms from 1 July 2017, SMSF trustees need to make some important decisions around pensions in excess of $1.6m and transition to retirement income streams to comply with the new retirement phase requirements.
In this webinar, Aaron explore the important considerations with the capital gains tax (CGT) relief that can apply to fund certain assets in the lead up to 30 June 2017.
This session explores the key differences between the segregated and pooled approaches to applying tax exemption, including calculating any deferred capital gains, along with providing some analysis of when you should and shouldn’t be making the election.