Smarter SMSF

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June 13, 2018  

Episode 39 - Future of SMSF - insights into the sector today

June 13, 2018

In episode 39 of the Smarter SMSF podcast, Aaron shares his views into the evolving SMSF sector today.  Back in 2014, Aaron created the inaugural Future of SMSF report, the first time ever that we gained insights into how practitioners are servicing the needs of trustees, and how their business model operates.  Throughout the past few years, we have seen the continued shift to cloud-technology within the SMSF sector, huge legislative change from 1 July 2017 and ongoing regulatory reform that impacts how professionals engage with trustees.  

Aaron discusses these many challenges and opportunities within the sector and talks about why he is again undertaking the Future of SMSF survey again in 2018.  Whilst there is more competition within the sector than ever before, including through an 'índustrialised' focus at the bigger end of town, this is far from the demise for the smaller practitioner.  However, how you respond in the evolution of your SMSF business model will fundamentally determine you success in the future.  In reality, there's never been a more exciting time, and Aaron not only explains why, but aims to explore these further through this year's survey.

The Future of SMSF survey launches on Monday, 2 July 2018 and will be available at