The have been a number of important changes from July 2021, from the increase in allowable SMSF members from 4 to 6, through to indexation of contribution caps and the transfer balance cap. As a result, the team at Smarter SMSF has been working on a number of amendments and updates to fund documents and the across modules within the SMSF foundations course.
On Tuesday, 13 July 2021, CEO of Smarter SMSF, Aaron Dunn held a webinar to share more details about these updates, along with a road map of what’s ahead for the Smarter SMSF team in 2021.
Watch the webinar
Author: Aaron Dunn
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. He is the CEO & Co-founder of Smarter SMSF (formerly The SMSF Academy).
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 having jumped a personal best of 2.14m.