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5 ways to be practice ready in 2020

ebook, Training & Events, WebinarBy Aaron DunnJanuary 29, 2020Leave a comment

It’s always one of our biggest webinars of the year, and this one certainly didn’t disappoint. We had such a great turnout for our ‘5 ways to be practice ready in 2020’ webinar, where Aaron went through: the biggest issues expected to impact SMSFs in 2020; How you need to respond to these with your…

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Is our vision for SMSFs right?

Future of SMSF, GovernmentBy Aaron DunnJanuary 23, 2020Leave a comment

As part of the Super System final report delivered a decade ago (yes, 30 June 2010), the panel in their recommendation to Government articulated a vision and a number of policy principles that should apply to the super system as a whole, but also specifically to the SMSF sector.  In addition, the panel identified that…

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A reflection on 2019

UpdatesBy Aaron DunnDecember 16, 2019Leave a comment

This time of year is always one of reflection; to contemplate where we started, where we wanted to go and whether we actually got there.  Ideas at the start of the year always sound good, but what is it that we actually achieved that we can be proud of as we come towards the close…

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All I want for Christmas

Federal Budget, GovernmentBy Aaron DunnDecember 15, 2019Leave a comment

It has certainly been a year of two halves for the SMSF sector…  Up until the Federal election in May, the focus of the SMSF industry was around the potential impact of Labor’s proposed super measures, in particular the inequitable reforms to franking credits which specifically targeted SMSFs. With Labor snatching defeat from the jaws…

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Why 0 – 100% asset ranges are not an acceptable investment strategy

ComplianceBy Aaron DunnDecember 4, 2019Leave a comment

Commentary recently by ATO assistant commissioner Dana Fleming that SMSF investment strategy documentation with ranges of 0 – 100% are not acceptable certainly sparked a significant response from within the industry with some arguing that the Regulator over-stepped their mark in respect to decisions being made by trustees. Well, in this article I want to…

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