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| | ... opportunity for advisers to think 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 ... |
| | | ... compliance document service to users via integration with an SMSF solution provider. The document service, provided by The SMSF Academy, is available to Class users through a tiered membership, offering streamlined and efficient execution of required ... |
| | | ... 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 decisions. "While fund assets continue ... |
| | | ... 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 versus when the fund accepted and reported ... |
| | | ... 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 Government is intending to do through ... |
| | | ... 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 the fund uses its own resources, removing ... |
| | | ... SMSF and left to adult children in a will is exempt from CGT under certain 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 ... |
| | | ... 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 waiting to see what is happening in the equity ... |
| | | ... most popular investment category second only to listed shares for SMSFs. But Aaron Dunn, managing director of the SMSF Academy said the move would not affect the sector very much. "What the statistics don't break down is the difference between how much ... |
| | | ... supported by a valuation from an independent valuer, under the proposed changes. Aaron Dunn, managing director of the SMSF Academy, said the move would impose extra brokerage costs on SMSFs. "For example, mum and dad have the shares in their own name. ... |
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