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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In a modern practice, the adoption of specialist cloud-based SMSF software is only one part of the jigsaw in developing a solution that is truly customer-centric. After introducing Steph Hinds from Growthwise onto stage as a speaker at last year’s BGL RegTech, I listened with great intent as she spoke to the ‘tech stack’ she uses…
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In episode 40 of the Smarter SMSF podcast, Aaron is joined by Jeevan Tohki, Product Manager at BGL to discuss the changes to the SMSF Annual Return (SAR) for 2017-18. The new superannuation reforms from 1 July 2017 has meant a raft of amendments to the current SAR that impacts member information such as total…
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