We explored the latest features, documents and updates across the Smarter SMSF platform. It provides members and general users of the Smarter SMSF platform with an opportunity to see a demonstration of the work conducted by the team over the past 3 months.
In our July 2023 update, we explore a range of changes made for the new financial year, including:
Changes to the SMSF trust deed and special purpose company constitution
Amendments to BDBN templates in light of recent case law
A demonstration of the ABN/TFN integration, available for new SMSF establishments, integration with BGL, Class & SuperMate.
the release of new documents and other document updates for the new financial year; and
details of our road map for the remainder of 2023 with new features, integrations, DocFlows and more.
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.
