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  • Documents
    • Popular documents
      • Company Incorp Special Purpose
      • SMSF Establishment / New SMSF
      • SMSF Trust Deed
      • SMSF Change of Trustee
      • SMSF Investment Strategy
      • Binding DBN
      • Non-binding DBN
      • Pension Commencement
      • Partial Commutation – Cash
      • Lump Sum Payment SMSF
      • Rollback of Pension
      • TRIS to Retirement Phase
      • Limited Recourse Borrowing
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Is our vision for SMSFs right?
Future of SMSF, GovernmentBy Aaron DunnJanuary 23, 2020Leave a comment

As part of the Super System final report delivered a decade ago (yes, 30 June 2010), the panel in their recommendation to Government articulated a vision and a number of policy principles that should apply to the super system as a whole, but also specifically to the SMSF sector.  In addition, the panel identified that…

back to the future

Could accountants be headed back to the future?
Future of SMSF, GovernmentBy Aaron DunnAugust 7, 20193 Comments

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…

Are you an endangered practitioner or industry leader?
Future of SMSFBy Aaron DunnJune 12, 20191 Comment

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…

Free assessment to find out what stage your SMSF is at
Future of SMSFBy Aaron DunnMarch 22, 2019Leave a comment

“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…

Preparing your practice for the Future of SMSF
Future of SMSFBy Aaron DunnNovember 26, 2018Leave a comment

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:  

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