A solution for unlicensed accountants around the common conversations you have with your SMSF clients. You can watch the webinar recording by Aaron Dunn, CEO of Smarter SMSF held on 10 December 2018, where he launches and demonstrates the new Create Comply product provided by Smarter SMSF, which has been built in conjunction with Licensing…
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In my previous article on dealing with the transfer balance account reporting (TBAR) requirements in respect to a reversionary pension, I thought it appropriate to explore this topic further in particular where the value of the income stream now exceeds the general transfer balance cap (TBC) of the surviving member. Whilst the beneficiary has a…
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Aaron recently had the opportunity to be interviewed by Joel Smith, Director of Sales at Class Limited to discuss key insights from the Future of SMSF report and how practices need to better prepare for the Future of SMSF. You can watch a copy of the recording below:
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We are very proud to have recently won the best Training & Education Provider at the SMSF and Accounting Awards in Victoria. It is great recognition of all the hard work by the entire team in how we deliver training and courses to the broader financial services community. The award now sits proudly in the office…
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Having started this project back in May 2018, we are pleased to advise that on Monday, 12 November 2018 the Future of SMSF final report will be released. The report is the largest we’ve ever produced from a record number 488 participants. The final report includes 10 chapters, 14,878 words and 47 charts & diagrams…
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