We get a lot of praise and questions from people about how well we have embraced cloud-based technology in our business to deliver solutions for our clients. In many ways, it not what we have that has built success, but what we did with it that defines us. As we head into the launch of this year's Future of SMSF survey, Aaron 'lift's the hood' in this week's podcast (episode 41) to share some of the tech stack (applications we use) within our business. He shares what is used internally within the business to manage tasks, opportunities and performance everyday, along with the client-facing tools that help deliver the products and services.
There were mistakes along the way, changing applications and continuing to learn and understand what was right to help the business succeed. Aaron shares some of these stories and helps you to identify what may be important for you in a modern practice building a truly cloud-based solution for your clients.
Episode 44 - The great pension squeeze
Episode 43 - How the SMSF sector continues to evolve
Episode 42 - why real change is important in the SMSF sector
Episode 40 - Changes to 2018 SMSF Annual Return
Episode 39 - Future of SMSF - insights into the sector today
Episode 38 - Class Benchmark Report - March 2018
Episode 37 - opportunities with the downsizer contribution rules
Episode 36 - It's TBAR time...
Episode 35 - Superannuation and the Federal Budget 2018-19
Episode 34 - Labor's policy to remove imputation credit refunds
Episode 33 - Do pension SMSFs match their stereotype?
Episode 32 - My takeaways from the SMSF Association National Conference 2018
Episode 31 - Living your brand in a smarter way
Episode 30 - Why not all death benefit nominations are the same
Episode 29 - Documenting decisions in taking more than the minimum pension
Episode 28 - 8 things to focus on in 2018
Episode 27 - Impact of changes to partial commutations
Episode 26 - CGT Relief: Segregated method and adopting the proportionate approach
Episode 25 - Insights from the Class SMSF Benchmark Report - September 2017
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