About Future of SMSF 2027

Future of SMSF is back. Join Aaron Dunn for the official launch of Future of SMSF 2027, the anonymous research program for the professionals who make the SMSF sector work: accountants, advisers, auditors, administrators and the specialist businesses that support them.

The first report in 2014 drew on 430 responses. The 2018 edition (488 responses) showed that efficiency gains from cloud software had doubled, but most of that gain came from the software, not from practices changing how they work. Those findings were downloaded more than 1,000 times and shaped our 5 Stages of an SMSF Business framework.

Now AI is moving into day-to-day practice at the same time as Division 296, payday super and the ongoing advice licensing debate. It’s the right time to ask the sector the questions again.

What you’ll learn:

• The story so far. What the 2014 and 2018 research found, and why we’re revisiting it now.
• How the survey works. Three short waves of 8 to 10 minutes each, each focused on a different part of your business.
• What every participant receives. The full flagship report, free, once you’ve completed the survey.
• When findings are released. Around the SMSF Association National Conference in February 2027, with comparisons back to 2014 and 2018.
• What comes next. An interactive dashboard and tools so you can benchmark your practice against the sector.

The three survey waves

• Wave 1 – Your practice today. Opens Monday 16 November 2026.
• Wave 2 – The digital SMSF landscape. Opens Monday 7 December 2026.
• Wave 3 – Regulation, people and the outlook. Opens Monday 18 January 2027.

Why attend?

No one else goes to this level of detail on how practices actually run their SMSF business. Attend the launch to understand what’s being asked, why it matters, and how to get your free report.

Your presenter

Who should attend?

SMSF accountants, financial advisers, auditors, administrators and service providers who want to take part in the research and see where the sector is heading.

Register now