
Episode #28
Fixing Underpaid Pensions in SMSF Software with Sean Johnson
<p>In this episode of the SMSF Experts Podcast, Shelley chats with Sean Johnson, SMSF specialist at Heffron, to tackle one of the industry's most pressing challenges: how to process underpaid pensions through SMSF software following the ATO's June 2024 changes to TR 2013/5.</p><p>With software companies unable to update their systems for the new rules, Sean reveals a three-step processing solution that SMSF practitioners need to navigate.</p><p>Sean explains why the rule changes have created a new software paradigm, requiring practitioners to process funds several times to accommodate the competing requirements of tax law, SIS law, and...

