The SMSF Association National Conference is one of the annual highlights for the SMSF industry, with over 1,300 delegates coming together for this event. The ‘secret sauce’ to the ongoing success is the high-level of technical content and wonderful opportunities to learn from your peers. As you can see within the video, it was a…
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In episode 21 of the feeling smarter weekly video series, Aaron Dunn and Tim Miller from Smarter SMSF delve into the intricacies of transition to retirement income streams (TRIS), shedding light on the technical challenges and planning opportunities that lie within. TRISs are designed to offer flexibility for members approaching retirement, allowing access…
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Smarter SMSF, an industry leading SMSF education and document provider is pleased to announce the upcoming launch of a new SMSF foundations course as part of its ‘starter, smarter, smartest’ approach to delivering SMSF education. This ‘starter’ course, co-developed by leading SMSF specialists, Aaron Dunn, and Tim Miller, is made up of 6 modules and…
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The evolution of the SMSF Foundation course into the SMSF Essentials represents a strategic and forward-thinking response to the dynamic landscape of self-managed superannuation funds (SMSF) education. The decision to rebrand stems from a comprehensive assessment of the course’s effectiveness and its alignment with the needs of learners in the domain of SMSF. With…
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SMSF investment strategies remain an ongoing focus of the annual compliance requirements, with many auditors and the regulator paying much closer attention to trustees adhering with the requirements set out in SIS Regulation 4.09. In this webinar recording, Aaron Dunn – CEO of Smarter SMSF explores the current state of play with SMSF investment…
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