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Showing 1 - 10 of 14 results for "Aaron Dunn"

SuperConcepts integrates with Smarter SMSF platform

ANDREW MCKEAN  |  THURSDAY, 13 APR 2023
... streamlined SMSF administration. SuperConcepts chief technology officer Andy Forbes and Smarter SMSF chief executive Aaron Dunn said the integration is now available to SuperMate clients at a recent webinar. SuperMate users can now integrate their site ...

Planners heed SMSF risk warning

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2019
... importance of diversification to your SMSF clients? Delegates have been warned how to avoid triggering the ATOs radar. Aaron Dunn, who is the chief executive of Smarter SMSF, has provided an update on SMSF regulation, explaining changes to legislation ...

Unadvised SMSFs ripe for advisers

JAMIE WILLIAMSON  |  THURSDAY, 16 FEB 2017
... about how they can get the relevant information to these SMSFs with unmet needs," The SMSF Academy managing director Aaron Dunn said. Previewing the insights at the 2017 SMSF Association's National Conference in Melbourne, Dunn also revealed the perception ...

Class partners for improved SMSF compliance

JAMIE WILLIAMSON  |  TUESDAY, 20 DEC 2016
... build compliant SMSF documents by importing fund data from Class," Bungard said. The SMSF Academy managing director Aaron Dunn said: "We're looking forward to helping users of Class navigate the super changes and build a better SMSF business."

Market anxiety shrouds SMSF appetite for equities

MARK SMITH  |  WEDNESDAY, 14 NOV 2012
... SelectingSuper fund performance survey for September shows that regular super achieved 11% returns after fees and taxes. Aaron Dunn, managing director of the SMSF Academy, says that market anxiety continues to be a huge influence in people's asset allocation ...

ECT assessments spike on government cap decision

MELANIE TIMBRELL  |  MONDAY, 2 APR 2012
... concessional contributions cap. "A lot of people got caught in an excess tax position because of the timing issue," said Aaron Dunn, managing director of the SMSF Academy. "Because of that differential between when the employer was obliged to report ...

Video SoAs on the cards

ELISE BURGESS  |  THURSDAY, 16 FEB 2012
... conference yesterday. The introduction of scaled advice will be an enormous opportunity for advisers, according to Aaron Dunn, managing director of The SMSF Academy, who told delegates to be aware of and embrace new tools to their advantage. "What the ...

SMSFs shift focus to property

ELISE BURGESS  |  TUESDAY, 24 JAN 2012
... security for the loan only, meaning any other assets that the borrower has ownership of are safe from any possible claims. Aaron Dunn, managing director of The SMSF Academy said the ATO clarified a trustees ability to make improvements to an asset where ...

Help for advisers with super death tax impact on SMSFs

ALISON BEVEGE  |  WEDNESDAY, 17 AUG 2011
... conditions. SMSF specialist firm, The SMSF Academy is running a one-hour webinar tomorrow at 11am from their website. Aaron Dunn, managing director, said the webinar would help advisers and trustees to minimize the CGT implications of the draft ruling ...

SMSFs stockpiling cash, weighted to banks

ALISON BEVEGE  |  TUESDAY, 2 AUG 2011
... nervousness in SMSF trustees for putting more money into sharemarket-based investments in the current environment," he said. Aaron Dunn, managing director of the SMSF Academy, said he believed the figures reflected the state of the market. "Most are ...
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