Aaron Dunn

Aaron Dunn

Melbourne, Victoria, Australia
4K followers 500+ connections

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About

Financial services professionals rely on Aaron for expertise on SMSF and the growth of…

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Experience

  • Smarter SMSF Graphic

    Smarter SMSF

    Melbourne, Victoria

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    Melbourne, Victoria, Australia

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    Victoria, Australia

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    Melbourne, Australia

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    Melbourne

Education

Licenses & Certifications

  • SMSF Specialist Advisor

    SMSF Professionals Association of Australia

    Issued

  • Certified Practising Accountant

    CPA Australia

  • Registered Tax Agent

    Tax Practitioner's Board

Publications

  • Future of SMSF Report 2018

    Self-published

    The Future of SMSF Report published key insights from 488 respondents to better understand how practitioners are operating within the SMSF industry.

    The report is designed to help practitioners understand the ongoing challenges and opportunities through an ever-changing SMSF landscape across legislation, regulation and technology. It covered the the key challenges currently being faced in the industry, along with the areas of technology, types of services, fees, pricing models…

    The Future of SMSF Report published key insights from 488 respondents to better understand how practitioners are operating within the SMSF industry.

    The report is designed to help practitioners understand the ongoing challenges and opportunities through an ever-changing SMSF landscape across legislation, regulation and technology. It covered the the key challenges currently being faced in the industry, along with the areas of technology, types of services, fees, pricing models, business growth and more.

    Most important it helps practitioners to gain a stronger understanding of the SMSF industry today and where it is heading into the future.

    See publication

  • Future of SMSF Report 2014

    Self-published

    The Future of SMSF Report is the largest report ever conducted on SMSF business models and how professionals and delivering services to SMSF trustees. The survey included 430 respondents sharing their views on service delivery, pricing, technology, trustee engagement and key challenges. This 9,000+ word report provides insights into what professionals are doing today and how they are positioning their SMSF business into the future.

    See publication

  • Launching you and your business for SMSF growth

    Self published

    The SMSF industry is undergoing significant transformation impacting the way in which professionals deliver services to trustees. In this book, Aaron discusses the opportunities for growth and what professionals need to be considering in their business model of the future.

    A free copy of this e-Book is available for people who complete the Future of SMSF survey, http://futureofsmsf.com.au

  • Top10 SMSF strategies for 2012-13

    Self-published

    This eBook explores some of the key strategies and issues expected to impact self-managed super funds for the 2012-13 financial year. It is a must read for any professional adviser working with SMSF trustees, or for trustees looking to maximise their retirement savings using an SMSF.

    See publication

Projects

  • Future of SMSF Report '18

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    The Future of SMSF Report published key insights from 488 respondents to better understand how practitioners are operating within the SMSF industry.

    The report is designed to help practitioners understand the ongoing challenges and opportunities through an ever-changing SMSF landscape across legislation, regulation and technology. It covered the the key challenges currently being faced in the industry, along with the areas of technology, types of services, fees, pricing models, business…

    The Future of SMSF Report published key insights from 488 respondents to better understand how practitioners are operating within the SMSF industry.

    The report is designed to help practitioners understand the ongoing challenges and opportunities through an ever-changing SMSF landscape across legislation, regulation and technology. It covered the the key challenges currently being faced in the industry, along with the areas of technology, types of services, fees, pricing models, business growth and more.

    Most important it helps practitioners to gain a stronger understanding of the SMSF industry today and where it is heading into the future.

    See project

  • Future of SMSF Report '14

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    The Future of SMSF Report shared for the first time (in 2014) some key insights into the way that professionals were developing their SMSF Business Models to service and attract the growing number of SMSF trustees. With 430 respondents to the survey, it was the largest report of its kind to date, within the SMSF industry.

    The report is to become a regular feature within the SMSF industry, identifying insights and key challenges, such as pricing, service models and growth opportunities…

    The Future of SMSF Report shared for the first time (in 2014) some key insights into the way that professionals were developing their SMSF Business Models to service and attract the growing number of SMSF trustees. With 430 respondents to the survey, it was the largest report of its kind to date, within the SMSF industry.

    The report is to become a regular feature within the SMSF industry, identifying insights and key challenges, such as pricing, service models and growth opportunities for professionals working with self-managed super funds industry.

    See project

Honors & Awards

  • Chairman Award

    SMSF Association

    The SMSF Association Chairman Award is awarded to an Association member who has worked diligently to make an outstanding contribution to the SMSF sector. The recipient will be a member who has made significant contributions to sector growth and sustainability. The recipient’s contribution to the SMSF sector is measured against the values of leadership and sustainability.

  • Winner of the Training and Education Provider of the Year Award VIC, SMSF and Accounting Awards 2018

    SMSF and Accounting Awards 2018

    Winner of the Training and Education Provider of the Year Award VIC, SMSF and Accounting Awards 2018

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