My Services

As a leading industry specialist on Self Managed Super Funds, I provide a range of services to clients and professionals.

Clients

I provide a wide range of strategies directly to clients including:

  • Advice relating to the transfer of assets into an SMSF including business real property (commercial property), listed shares, widely held trusts and in-house assets
  • SMSF Limited Recourse Borrowing Arrangements (SMSF Instalment Warrants)
  • Creating multiple income stream strategies
  • Provide SMSF Health Checks for Trustees to ensure that the fund is complying and is being fully optimised
  • Using Reserves effectively within an SMSF
  • Death Benefit payments and advice

Professionals

I provide a range of education tools, strategies and other initiatives for accountants and advisers including:

  • Technical training to professionals on SMSF strategies
    • Face-to-Face training
    • Web based training
  • Help desk support for SMSF technical queries (telephone & email)
  • White-label content for client promotion of your business, including SMSF newsletters, information booklets, fact sheets and forms

I work with a range of professionals including accountants, financial planners, solicitors, real estate agents, buyer’s agents and mortgage brokers to deliver high value outcomes for clients with their SMSF and retirement goals.

SMSF clients come in all shapes and sizes.  I work with senior executives, professionals, family business operators, entrepreneurs, and mum & dad investors to deliver strategies that make significant long term benefits to their retirement and for that of their families.

Refer to “about Aaron Dunn” page for contact details.


Comments

  1. Hi I have just read some of your articles. I was searching for information on retiring debt which supports installment warrants. In other words putting insurance in place and how to structure that so its used to retire debt and not be paid into a members account.
    Some of your papers have helped.
    Do you have a newsletter I can subscribe to.

  2. Hi Paul,

    Thanks for your feedback on my blog. I have recently finished in a role to establish my own SMSF business. Over the coming month or two I will be releasing a newsletter, but more importantly, conducting SMSF webinars and online video content to benefit trustees and professionals.

    Keep in touch with the site as some of these developments progress.

    Regards,
    Aaron

  3. Kam Simsek says:

    Hi Aaron,

    How do we utilise your ‘Help desk support’ for technical queries?

    What are the details – phone/email address? I am unable to find this info on your website and my email to your gmail account was rejected.

    Regards,

    Kam Simsek.

  4. Hi Aaron,

    can you give us any insight to the material that may be available to the advisors under SMSF Academy?

  5. Hi Aaron I have a very curly case study (not real). I was wondering if you could lead me in the right direction.

    • X Unit Trust (a related unit trust) is owned 100% by the Y Superannuation Fund.
    • X Unit Trust was established in 1990.
    • The members of the Y Superannuation Fund run a farming business in their personal names.
    • X Unit Trust holds farming land and wants to spend $500,000 to construct a solar grid.
    • The intention is that the Unit Trust will sell the electricity generated by the solar grids back to the local electricity grid, at $50,000 pa.
    • X Unit Trust will need to borrow approximately $250,000 in order to establish the grid on the farming land it holds.
    • In addition, the trustee’s have enquired if they will be able to use some of the electricity generated in their personal farming business.

    What are the issues to be considered here, is the client able to make the investment? Can the individuals use any of the electricity generated in the farming business?

    My initial thought was it may be LRBA but then thought otherwise. You assistance would be appreciated.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

(C) The SMSF Academy 2012
%d bloggers like this: