The evolution of the SMSF Foundation course into the SMSF Essentials represents a strategic and forward-thinking response to the dynamic landscape of self-managed superannuation funds (SMSF) education. The decision to rebrand stems from a comprehensive assessment of the course’s effectiveness and its alignment with the needs of learners in the domain of SMSF. With…
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SMSF investment strategies remain an ongoing focus of the annual compliance requirements, with many auditors and the regulator paying much closer attention to trustees adhering with the requirements set out in SIS Regulation 4.09. In this webinar recording, Aaron Dunn – CEO of Smarter SMSF explores the current state of play with SMSF investment…
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The SMSF Adviser Technical Strategy Day events were held In Sydney, Brisbane and Melbourne (including a virtual event) in October. These technical events bring together some of the SMSF industry’s leading technical experts to provide the latest insights and strategies shaping the SMSF sector. For the sixth year in a row, Aaron Dunn acted as…
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The Smarter SMSF update provides a quarterly overview on the work from the team at Smarter SMSF, across both the document and education platforms. This update, recorded in October showcases the latest features, documents and CPD training – all designed to help our members and users to better utilise Smarter SMSF’s products within your…
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With the Government releasing Treasury Laws Amendment (Better Targeted Superannuation Concessions) Bill 2023 for consultation, much of the attention will rightly be given to the calculation of earnings, however, it’s one of the earnings adjustments that has caught my eye and whilst its exclusion is welcome you can’t help but wonder why the Government have…
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