From smart to smarter

Smarter SMSF provides SMSF training, support and documents built by active SMSF specialists, to deliver best-practice for accountants and financial advisers

Smarter SMSF evolved from The SMSF Academy, founded in 2010 by accountant, Aaron Dunn and lawyer, Ian Glenister – both accredited SMSF specialists. Our focus is simple. To bridge the gap in training, education and tools so you can grow your business through self-managed super funds.

We provide thousands of practitioners with hands on skills and information needed to incorporate best-practice into your SMSF business.

We have evolved over the years to incorporate a suite of training modules and SMSF compliance documentation that our members can access according to their needs. And our emphasis hasn’t changed over the years. We are still committed to helping professionals understand SMSF and stay ahead of the curve in a highly dynamic field.

We recognise that our clients require flexibility from our services. This is why we became Smarter SMSF – to offer an even greater level of industry education, training and specialist tools to our members.

As time is everything for accounting and financial planning professionals, staying current and having immediate access to compliant SMSF resources is the only way to implement best-practice outcomes for your clients. It’s a simple strategy that, without the right support, can be complex, risky and time consuming. That is why we developed our online platform to work seamlessly with the cloud-based SMSF software you use.

Involving us in your practice gives you back the time you need to focus on your clients and your own strategy for success.

Aaron Dunn – CEO and Co-founder

Financial services professionals rely on Aaron for expertise on SMSF and the growth of the sector. Aaron’s insights into technical issues and the SMSF industry means he is regularly asked to participate in government and regulatory reviews, including the Super System Review and the Reinventing the ATO program. Aaron is a Certified Practising Accountant (CPA) and SMSF Specialist Advisor (SSA), having worked within the SMSF sector for more than 20 years. Aaron is a family man who loves his sport, in particular AFL football (Essendon) and athletics, where he was previously a nationally ranked high jumper.

Ian Glenister – Director

Ian practises in self-managed superannuation, complex estate planning, wills, trusts and business law. He provides advice on corporate structures, business risk and succession together with all matters relating to self-managed superannuation. Ian is a member of the Commercial and Wills and Estate Planning Divisions of the Law Institute of Victoria, and a SMSF Specialist Advisor with the SMSF Association. He holds a Bachelor of Juris Prudence and Bachelor of Laws from Monash University. Born in Melbourne and raised in Gippsland, Ian has three adult daughters, is a keen golfer and fisherman, and a passionate St Kilda supporter.

WHO WE WORK WITH

  • Small and mid-tier accounting firms
  • Financial planning practices – self-licensed and authorised representatives
  • Dealer Groups
  • ASIC Accredited SMSF Auditors
  • Member-based organisations

TIMELINE

May 2011

Established Business

February 2013

Launched SMSF101 online course, the first truly online SMSF education solution in partnership with Money 101 and Deakin Prime

August 2014

Future of SMSF Report launched, first piece of industry research focused on how practitioners working within the SMSF industry

February 2016

New document platform created providing practitioner ability to created SMSF legal, pension and compliance documents through a tiered membership

January 2018

Rebranded the SMSF Academy to Smarter SMSF