It’s been fair to say that the past 18 months have been hectic – sure, our clients have been impacted substantially by the super reforms, but at a practice-level, these changes have arguably been as profound (maybe more) for you as a practitioner. Adjustments for the introduction of the transfer balance cap (TBC), regular reporting…
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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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