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All the SMSF technical resources you need!

Features, NewsBy Aaron DunnJune 20, 2019Leave a comment

Having built up a substantial amount of content over the years of providing continuing professional development or CPD training and support to thousands of professionals working within the SMSF sector, the team at Smarter SMSF has a significant amount of content including checklists, workbooks, flow charts and more for our members to access to keep…

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All I want for Christmas

Federal Budget, GovernmentBy Aaron DunnDecember 15, 2019Leave a comment

It has certainly been a year of two halves for the SMSF sector…  Up until the Federal election in May, the focus of the SMSF industry was around the potential impact of Labor’s proposed super measures, in particular the inequitable reforms to franking credits which specifically targeted SMSFs. With Labor snatching defeat from the jaws…

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Addressing in-house assets problems due to COVID-19

Government, InvestmentsBy Aaron DunnMarch 30, 2020Leave a comment

With financial markets having gone into free fall since the end of January, this has not only had a significant impact on the super balances of fund members, but has also heightened a range of compliance issues across the SMSF industry.  This includes the potential impact on in-house asset (IHA) arrangements, which was flagged with…

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Aaron’s Top 5 SMSF strategies for 2023

Contributions, Income Streams, smsf day, Total Superannuation Balance, WebinarBy Aaron DunnFebruary 1, 2023Leave a comment

 What topics are likely to shape the SMSF sector in the coming year? How are these likely to impact our SMSF clients? and what action should we be looking to take? These are all questions for practitioners working with SMSF clients in 2023… In one of our most popular webinars each year, leading SMSF…

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Aaron’s top 5 SMSF strategies for 2022

Contributions, Income Streams, WebinarBy Aaron DunnFebruary 2, 20221 Comment

The 2022 year is shaping as an interesting one, with a federal election ahead (May 2022) playing an important part of the future superannuation landscape. Whilst much of the focus will be on whether a new government is formed, there are plenty of opportunities ahead with the SMSF sector. To understand some of these opportunities,…

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      • SMSF Change of Trustee
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      • Binding DBN
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      • Pension Commencement
      • Partial Commutation – Cash
      • Lump Sum Payment SMSF
      • Rollback of Pension
      • TRIS to Retirement Phase
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