Aaron Dunn helps attendees to understand many of the important aspects in a fund’s trust deed. Not all SMSF deeds are the same, therefore it is important that as a practitioner you can identify potential issues to ensure compliance with the superannuation and tax laws in addition to helping manage client risks.
In this webinar, we will be exploring:
- The different approaches to voting decisions within a SMSF deed
- Carry-over provisions from an existing deed
- How often should I update a fund’s trust deed?
- Risk management considerations in the four Ds – death, disability, divorce & dispute
- How other documents can ring-fence a fund’s deed
Author: Aaron Dunn
Aaron is a well-known identity within the SMSF sector and is seen as a trusted source for professionals to learn more about SMSFs and the direction of the sector. Aaron's insights into both technical and practice-based issues within the SMSF industry sees him regularly sort out to participate as a key stakeholder across regulatory and policy issues.
As an SMSF specialist and CPA with more than 20 years experience, Aaron is the CEO and Co-founder of Smarter SMSF, a specialist business that provides technology-based solutions to educate, automate and simplify the complexities of SMSFs to accountants, financial advisers.
A lover of sport, in particular AFL football (Essendon) and athletics, Aaron was previously a nationally ranked high jumper having set a personal best jump of 2.14m.
