12: Smarter SMSF with Aaron Dunn - a podcast by BGL

from 2018-11-23T04:41:22

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BGL Account Manager and host of the pod Jorge Tsipos interviews Aaron Dunn of Smarter SMSF about the 2018 Future of SMSF Report. Aaron is a Certified Practising Accountant and SMSF Specialist Advisor, having worked within the SMSF sector for more than 20 years. He is the CEO & Co-Founder of Smarter SMSF as remains an active practitioner today.

  • Firms are shifting away from a yearly reporting model to a ‘as required’ or proactive model.
  • Technology is great - but it needs to work hand in hand with improved process.
  • What needs to change in your firm to take advantage of the SMSF tech advancements.
  • Fund establishments and what the future holds for new funds going forward.
  • SMSF Sector strategy: how does yours compare?
  • Who’s getting all the new SMSF business? Specialists.
  • Get the report here: https://smartersmsf.com/futureofsmsf/
  • Follow Aaron Dunn | @smartersmsf

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