#TBARmaggedon has arrived… The first regular reporting date for transfer balance account (TBA) purposes occurs on 28 October 2018 for fund’s that need to report quarterly. This due date will require the fund to report ‘events’ from both: the 2017-18 financial year; and first quarter of 2018-19 financial year (July – September 2018). For SMSFs, transfer…
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Wow! With nearly 600 registrations and the ‘full house’ sign up, we had a fantastic response to our first webinar of the year on Aaron’s ‘top 9 things you need to know for 2019’. As we again face a period of uncertainty across the political landscape and in response to outcomes from the Financial Services…
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It is with great excitement that we announce the appointment of Tim Miller to the newly created role of SMSF Technical & Education Manager, significantly expanding our CPD & education capabilities. “This is a significant appointment for Smarter SMSF and its members,” says CEO, Aaron Dunn. “Tim is well-known and highly respected for his views…
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Aaron Dunn helps attendees to understand many of the important aspects in a fund’s trust deed. Not all SMSF deeds are the same, therefore it is important that as a practitioner you can identify potential issues to ensure compliance with the superannuation and tax laws in addition to helping manage client risks. In this webinar,…
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