Under the new Smarter SMSF brand, Mr Dunn is set to launch a new website and membership platform, as well as various new technology-based features stemming from integrations with BGL and Class.
“Having established ourselves as a leading training provider within the SMSF sector, the decision to expand our services into SMSF documents over the past two years has meant that the name no longer best represents what we do,” said Mr Dunn.
“As we continue to expand our SMSF product suite, we required a fresh approach that reflects what our clients want – finding a smarter way that saves them time, allowing them to focus on what they do best,” he said.
Mr Dunn, a CPA and accredited SMSF specialist with the SMSF Association, co-founded The SMSF Academy in 2010 with estate planning solicitor Ian Glenister. Mr Glenister has been principal of Victorian-based firm Glenister and Co Lawyers for 21 years.