What topics are likely to shape the SMSF sector in the coming year? How are these likely to impact our SMSF clients? and what action should we be looking to take?
These are all questions for practitioners working with SMSF clients in 2023…
In one of our most popular webinars each year, leading SMSF specialist, Aaron Dunn – CEO of Smarter SMSF, shares his Top 5 SMSF strategies for 2023 – an insight into the key areas, issues and strategies that you should be focusing on with your SMSF clients in the year ahead.
In the webinar, Aaron unpacks these key strategies, and provides a number of examples to help understand the various issues and opportunities. He also provides a range of tips and traps that you need to be aware of when implementing these strategies too.
We hope you find the webinar valuable, and take advantage of the offer to join us at this year’s SMSF Day events around Australia between 16 March – 5 April 2023.
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.
Aaron was awarded the SMSF Association Chairman's Award 2023 for his outstanding contribution to the SMSF sector, having made a significant contributions to sector growth and sustainability, measured against the values of leadership and sustainability.
As an SMSF specialist and CPA with more than 25 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.
