I read with great interest the release by Treasury of a discussion paper regarding a ‘Review of the Tax Practitioner’s Board’ (TPB) which is requesting feedback and comments on the future role of the TPB and the potential reforms to the regulation of Tax Practitioners in Australia. Of most significance was the perceived recognition that…
With the SMSF sector continuing to undergo significant change through legislation, regulatory reform and advancements in technology, it was the release of the Future of SMSF report in November 2018 that shed some important light into the challenges, opportunities and direction of service providers working within the SMSF industry. With these key insights, providing a…
“SMSF advisers will be able to use a new assessment tool developed by Smarter SMSF to benchmark the areas in which they may need to improve if they plan on growing or specialising in this area of advice.” Smarter SMSF chief executive Aaron Dunn said using eight metrics, including the number of SMSFs covered by…
Aaron recently had the opportunity to be interviewed by Joel Smith, Director of Sales at Class Limited to discuss key insights from the Future of SMSF report and how practices need to better prepare for the Future of SMSF. You can watch a copy of the recording below:
Having started this project back in May 2018, we are pleased to advise that on Monday, 12 November 2018 the Future of SMSF final report will be released. The report is the largest we’ve ever produced from a record number 488 participants. The final report includes 10 chapters, 14,878 words and 47 charts & diagrams…