Aaron Dunn is one of Australia’s leading experts and strategists in the area of Self-Managed Super Funds. Aaron is a regularly sought after speaker within the industry where he shares his views and strategies on SMSFs. Continue reading »
Category Archives: Events
Top 10 SMSF strategies for 2012/13
The self-managed super fund sector is Australia’s largest superannuation segment with more than 470,000 SMSFs in operation looking after the retirement savings of more than 900,000 Australians. Continue reading »
Aaron presenting at the SPAA National Conference
Announcements / Events / Limited Recourse Borrowing Arrangements / Professionals / SMSF / SMSF Compliance / SMSF Strategy
SMSF Property Investing Masterclass
The ability to purchase property within a Self Managed Super Fund continues to be a key attraction for many people looking to bricks and mortar to help build their retirement savings. Recent preliminary views expressed by the Commissioner of Limited recourse borrowing arrangements has only further sparked interest in the area of SMSF property investing. … Continue reading »
Announcements / Estate Planning / Events / Pensions / Professionals / SMSF / SMSF Strategy
Announcing the SMSF InPractice Workshops
The SMSF Academy is pleased to introduce the October 2011 half-day SMSF workshops on Pensions and Estate Planning. These SMSF workshops will work through case studies to outline key issues and strategies in these topical areas, in particular in light of the ATO’s draft ruling TR 2011/D3, when a pension commences & ceases. Due to the workshop format, numbers are … Continue reading »
Announcements / Estate Planning / Events / Pensions / Professionals / SMSF / SMSF Strategy / Webinars
Register for anti detriment webinar
I am pleased to announce the next SMSF Academy InPractice webinar on “Using an anti-detriment strategy effectively within a SMSF”. This one (1) hour webinar will work through: How the anti-detriment tax saving amount is calculated, including discussing the ATO’s recent view’s on this matter; Why it’s now very important to consider claiming an anti-detriment payment … Continue reading »
Announcements / Events / Pensions / Professionals / SMSF / Webinars
Webinar on understanding actuarial requirements within a SMSF
I am excited to announce the first of our new regular webinar series with the SMSF Academy, “InPractice”, which provides accredited web-based training for SMSF professionals on topics and issues being faced everyday in business. The first webinar, “Understanding actuarial requirements within a SMSF” is being conducted in conjunction with award-winning actuarial firm, Bendzulla Actuarial. … Continue reading »
SMSF Limited Recourse Borrowing day receives 7.5 CPD points from SPAA
I am pleased to advise that we have today received confirmation that the SMSF Limited Recourse Borrowing day is now an endorsed Continuing Professional Development event and has received 7.5 CPD points from the SMSF Professionals Association (SPAA). Find out further information about the SMSF borrowing day. Sydney – Tuesday, 24 May 2011 Melbourne, Thursday, … Continue reading »