We conducted our annual SMSF Roundtable earlier this year and asked the opinions of some the most respected experts in the sector about the most important issues. In this segment we asked: Did the concern over Labor’s proposed franking credit policy highlight the difficult advisers have in preparing for this type of change? Is there any modelling available to assist this type of process?

Participants:

Chris Balalovski – Self-managed Independent Super Funds chair and BDO Business Services partner

Peter Hogan – SMSF Association head of education and technical

Graeme Colley – SuperConcepts technical and private wealth executive manager

Yvonne Chu – Head of Technical Services at Australian Unity