It’s been a lot fun getting out on the road, travelling around Australia for our showcase full day CPD training events, the SMSF Day 2023. For the first time, our events had brought together CEO, Aaron Dunn, with our new SMSF Technical & Education Manager, Tim Miller. In reviewing the feedback from attendees so far,…
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After announcing the proposed measures to introduce an additional 15% tax rate on fund earnings for member’s with a total super balance (TSB) above $3 million, it didn’t take too long for Treasury to provide guidance on how these rules intend to work. As part of the Treasurer’s announcement, a fact sheet was released that…
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The decision by Labor to announce a change to tax concessions within super was hardly a surprise, and so was the mechanism they propose to deliver this outcome. A hard cap of $3 million was never going to work, so the only logical step was to introduce a higher earnings tax on member benefits above…
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It was fantastic to again be a part of the SMSF Association National Conference, back in Melbourne with over 1300 attendees. As a business, we are fortunate to not only exhibit at the event, but had both CEO, Aaron Dunn and new SMSF Technical & Education Manager, Tim Miller both presenting. At this year’s conference,…
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It is with great excitement that we announce the appointment of Tim Miller to the newly created role of SMSF Technical & Education Manager, significantly expanding our CPD & education capabilities. “This is a significant appointment for Smarter SMSF and its members,” says CEO, Aaron Dunn. “Tim is well-known and highly respected for his views…
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