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Wrap up of the SMSF Day 2025 events

Training & EventsBy Aaron DunnApril 7, 2025Leave a comment

 This year we reached an important milestone with the SMSF Day events, celebrating 10 years of this full day technical CPD event.  When I reflect on this period, I look back fondly with the growth that it’s achieved, now firmly entrenched as an SMSF event that people attend each year in their professional development…

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Wrap-up of the SMSF Day 2024 events

smsf dayBy Aaron DunnApril 2, 2024Leave a comment

The break over easter gave me an opportunity to contemplate the success of this year’s SMSF Day events around Australia.  With over 180 attendees across the five locations, it was fantastic to once again be out in front of our members, and other professionals that join us for these highly technical and intensive SMSF full…

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Wrap-up of the SMSF Adviser Technical Strategy Days

Training & EventsBy Aaron DunnOctober 31, 2023Leave a comment

The SMSF Adviser Technical Strategy Day events were held In Sydney, Brisbane and Melbourne (including a virtual event) in October.  These technical events bring together some of the SMSF industry’s leading technical experts to provide the latest insights and strategies shaping the SMSF sector. For the sixth year in a row, Aaron Dunn acted as…

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Wrap up of SMSF Annual Compliance Masterclass

Compliance, Training & EventsBy Aaron DunnSeptember 2, 2023Leave a comment

The SMSF Annual Compliance Masterclass was Smarter SMSF’s first three (3) hour online masterclass event for the financial year, co-hosted by Tim Miller and Aaron Dunn.  This masterclass is part of a series throughout 2023-24 that utilises our comprehensive case study on the Malthouse family and the Little Brewers Super Fund. You can download the…

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Why you need to take action on the reduced minimum pension now!

COVID-19, Government, Income StreamsBy Aaron DunnMarch 23, 2020Leave a comment

Amongst the actions taken by the Federal Government as part of its economic response to the coronavirus is the temporary reduction to the minimum pension drawdown for accounts-based pensions.  This measure provides for a 50% reduction to the minimum pension for 2019-20 and 2020-21. Since the introduction of the transfer balance cap (TBC) on 1…

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Recent Posts
  • Wrap up of the SMSF Day 2025 events
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      • SMSF Establishment / New SMSF
      • SMSF Trust Deed
      • SMSF Change of Trustee
      • SMSF Investment Strategy
      • Binding DBN
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      • Pension Commencement
      • Partial Commutation – Cash
      • Lump Sum Payment SMSF
      • Rollback of Pension
      • TRIS to Retirement Phase
      • Limited Recourse Borrowing
    • Full Document List
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      • Integrations Week
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