We’ve had plenty of requests from members about adding the Box.com integration that will allow you to automatically upload your completed document straight into your box account. We know from Box, you collaborate with your clients to share these files, including using digital signing as well. To help understand how this integration works, Aaron has…
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In episode 44 of the Smarter SMSF podcast, Aaron is joined by Kevin Bungard, CEO of Class Limited to discuss the release of the June 2018 Benchmark Report, titled ‘the great pension squeeze’. In this session, Aaron and Kevin discuss just how much impact from a taxation perspective the super reforms have on Government revenues,…
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In episode 43 of the Smarter SMSF podcast, Aaron takes a look back at his open letter to the profession from the 2014 inaugural Future of SMSF report and reflects upon just how the SMSF sector has evolved during this time. Legislative change from 1 July 2017, Regulatory change (and more to come), and rapid…
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Over the last six months we’ve been working closely together with our friends from Licensing for Accountants (L4A) to deliver a practical and compliant solution to help unlicensed accountants navigate their way through conversations with their SMSF clients. As we near the completion of our new product that supports unlicensed accountants, Aaron Dunn, CEO of Smarter…
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The shift in the SMSF sector has been happening for some time, but the impact of the super reforms amongst a range of other issues has magnified the focus for professionals to consider real change in their practice more than ever before. In this week’s episode 42, Aaron talks about the need for real change…
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