Podcast appearances and mentions of Aaron Dunn

  • 56PODCASTS
  • 202EPISODES
  • 37mAVG DURATION
  • 1EPISODE EVERY OTHER WEEK
  • Jun 20, 2026LATEST

POPULARITY

20192020202120222023202420252026


Best podcasts about Aaron Dunn

Show all podcasts related to aaron dunn

Latest podcast episodes about Aaron Dunn

The Campbells Comments Podcast
CC with Aaron Dunn at Melton HRC

The Campbells Comments Podcast

Play Episode Listen Later Jun 20, 2026 5:51


Aaron Dunn joined me after his trotter Atrigas took race 3 tonight at Melton Entertainment Park

melton aaron dunn
The SMSF Adviser Show
Countdown to PayDay Super

The SMSF Adviser Show

Play Episode Listen Later Jun 16, 2026 52:04


The new PayDay Super rules are imminent and there's only weeks for SMSF trustees and employers to ensure they have put everything in place for the changing rules and regulations. On this episode of the SMSF Adviser podcast, hosts Aaron Dunn and Keeli Cambourne speak with Tony Negline from the Chartered Accountants Australia and New Zealand about the work he's been doing in the lead up and what SMSF trustees need to do to make sure they are compliant. Listen as they discuss: The challenges that employers are facing; The steps SMSF trustees need to take; What can go wrong; What the next few months may look like from a practical perspective

new zealand countdown payday smsf aaron dunn chartered accountants australia
The SMSF Adviser Show
Trusts, turmoil and the importance of clarity

The SMSF Adviser Show

Play Episode Listen Later Jun 4, 2026 46:39


While the dust settles on the Government's Budget proposals the financial sector is left in limbo in regard to the way in which trusts will be treated going forward. In this week's episode of the SMSF Adviser Show, Daniel Butler, director of DBA Lawyers speaks with Keeli Cambourne and Aaron Dunn about the concerns from the industry and what it may mean going forward. Listen as they discuss: The importance of the definition of a trust; What impacts the measures may have on estate planning; Franking credits; What trustees and advisers should do in the interim.

government budget clarity turmoil trusts aaron dunn daniel butler franking
The SMSF Adviser Show
Budget 2026 - the story is only just beginning

The SMSF Adviser Show

Play Episode Listen Later May 19, 2026 39:57


With the ink now drying on the Federal budget, it seems what most thought was going to be a quiet night for the super sector has in fact opened the door on a number of new issues and concerns. In this episode of the SMSF Adviser Show, Keeli Cambourne is joined by co-host Aaron Dunn from Smarter SMSF to unpack what the proposed tax reforms mean for SMSFs. Listen as they discuss Negative gearing and borrowing CGT changes and investment structure How trusts and estate planning may be affected What should trustees and advisers be considering going forward

budget negative federal cgt smsfs aaron dunn smarter smsf
The SMSF Adviser Show
What's next for the SMSF sector?

The SMSF Adviser Show

Play Episode Listen Later Apr 23, 2026 34:00


In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn explore some of the key developments shaping the SMSF landscape, including whether the Division 296 tax on high‑balance members could lead to a spike in wind‑ups. They also break down how the proposed financial adviser education reforms could create a more flexible pathway and grow the number of advisers in the profession, and take a look at how bankruptcy is being treated for SMSF trustees. Tune in to hear: Whether the introduction of Div 296 will drive SMSF wind-ups or if any change will be a drop in the bucket. How the proposed changes to education standards could improve access to SMSF advice. Why the Federal Court might allow an SMSF trustee to stay on despite bankruptcy.

sector div federal court smsf aaron dunn keith ford
The SMSF Adviser Show
Government's CSLR push and the Div 296 death tax by stealth

The SMSF Adviser Show

Play Episode Listen Later Apr 9, 2026 54:09


In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn unpack the proposals that would see SMSFs included in funding the Compensation Scheme of Last Resort (CSLR) and why the approach to Division 296 post-death earnings attribution is a fraught proposition. A flurry of consultations flowed this week as the government seeks to address the fallout from the Shield and First Guardian collapses, with the exploding cost of compensation now putting pressure on the government to find new areas to cover the costs and SMSFs are firmly in the conversation. Tune in to hear: Whether there is any reasonable basis for including SMSFs in funding the scheme. Why the draft Div 296 regulations on post‑death earnings attribution are a death tax by stealth. What else is in the early responses to the draft regs.

Resolute Podcast
Can You Go to Church and Miss Jesus? | 1 Corinthians 11:17-22

Resolute Podcast

Play Episode Listen Later Apr 3, 2026 5:01


Welcome to The Daily, where we study the Bible verse by verse, chapter by chapter, every day. Our shout-out today goes to Aaron Dunn from Millington, NJ. Thanks for your partnership in Project23. We cannot do this without donors like you. Our text today is 1 Corinthians 11:17-22. But in the following instructions I do not commend you, because when you come together it is not for the better but for the worse. For, in the first place, when you come together as a church, I hear that there are divisions among you. And I believe it in part, for there must be factions among you in order that those who are genuine among you may be recognized. When you come together, it is not the Lord's supper that you eat. For in eating, each one goes ahead with his own meal. One goes hungry, another gets drunk. What! Do you not have houses to eat and drink in? Or do you despise the church of God and humiliate those who have nothing? What shall I say to you? Shall I commend you in this? No, I will not. — 1 Corinthians 11:17-22 Paul now shifts to corruption in worship. Up to this point, he has addressed structure, symbols, and design. Now he confronts something more troubling — selfishness. The Corinthians were gathering—but their gatherings were doing harm, not good. Instead of unity, there was division. Instead of reverence, there was disregard. Instead of waiting for one another, some rushed ahead while others were left humiliated and hungry. Paul's words are sharp. Essentially he says: "I do not commend you." You see, it is possible to go to church and grieve worship. The issue was not that the church met or lacked structure. The issue in this text was that they treated the Lord's Supper as a private party for the elite rather than a shared proclamation for all believers. The meal meant to display unity instead exposed inequality. This is why Paul says, "It is not the Lord's Supper that you eat." They were eating bread and drinking wine—but they were not honoring the Lord. Worship had become self-focused rather than God-focused. And when worship turns inward, it stops looking upward. Paul reminds them that the church does not gather to satisfy appetites, assert status, or showcase freedom. The church gathers to proclaim Christ's sacrifice and to embody his self-giving love. Besides, at the cross, no one is elevated. No one is excluded. No one is overlooked. But the Corinthians were establishing social divisions at the very meal meant to erase them. Paul's warning still speaks. When worship centers on preference, presentation, convenience, or entitlement, it ceases to be worship at all. True worship begins before we ever walk into the room. It is a settled decision to turn our attention away from ourselves and toward Christ—to come ready to listen, ready to repent, ready to remember his sacrifice, and ready to love the people around us. So the next time you gather with the church, practice this discipline: consciously turn your mind away from what you like or dislike, away from the atmosphere or execution, and fix your attention on Christ alone. Let him be the focus. Anything less may look religious—but it does not look like Jesus. DO THIS: Before you gather for worship, pause and intentionally turn your attention toward Christ. Ask God to help you lay aside preferences, distractions, and expectations so you can come ready to listen, repent, remember Christ's sacrifice, and love the people around you. ASK THIS: What typically captures my attention when I enter worship—and why? Where might I be more focused on experience, presentation, or preference than on Christ himself? How does remembering Christ's sacrifice reshape the way I view the people gathered around me? PRAY THIS: Lord Jesus, forgive me when I come to worship focused on myself rather than on you. Train my heart to fix its attention on your sacrifice, your presence, and your people. Help me enter worship with humility, gratitude, and love so that my worship truly honors you. Amen. PLAY THIS: "Jesus Paid It All (Worthy of The Price)"

The SMSF Adviser Show
Understanding the performance of SMSFs v APRA funds

The SMSF Adviser Show

Play Episode Listen Later Mar 26, 2026 42:50


In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by SMSF Association CEO Peter Burgess and Adelaide University's Dr George Mihaylov to break down new research that compares the performance of SMSFs to that of APRA funds. By applying the same methodology used for APRA funds to a dataset covering more than 400,000 SMSFs, the study delivers a more accurate, "apples with apples" view of sector performance, underscoring the role of advice and diversification in outcomes. Tune in to hear: How investment performance of SMSFs and APRA funds stack up. Why there is a much larger variance in performance among SMSFs. The benefits that advisers are able to deliver, particularly for low-performing funds.

The SMSF Adviser Show
The next phase of SMSFs as behaviour, technology and demographics converge

The SMSF Adviser Show

Play Episode Listen Later Mar 11, 2026 58:03


In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn sit down with Andrew Inwood, global CEO of CoreData, to explore how SMSFs are evolving and the structural shift from accumulation to decumulation. Inwood explains that SMSFs are moving into a "next wave" of growth and maturity, with technology, changing member expectations, and an enormous looming intergenerational wealth transfer all reshaping the sector. Tune in to hear: Why younger, wealthier cohorts are increasingly starting SMSFs. The central role SMSFs will play in how capital is managed and deployed. Why the industry needs to articulate a clear, positive narrative about SMSFs' role in delivering better retirement and intergenerational outcomes.

The SMSF Adviser Show
Highlights from the SMSF Association National Conference 2026 – Part 2

The SMSF Adviser Show

Play Episode Listen Later Feb 26, 2026 70:38


In the second episode of the SMSF Adviser Show's special SMSF Association National Conference editions, hosts Keith Ford and Aaron Dunn are joined by three more industry experts in Adelaide. SMSF Association policy manager Keddie Waller joins the show to break down a range of superannuation reforms that are impacting the SMSF landscape, including the AML/CTF changes that are on the horizon. Then Tony Negline from Chartered Accountants ANZ explains why payday super is going to cause a lot more headaches then many professionals expect, as well as what businesses need to do to get ready for the 1 July start date. Finally, Dr Evan Morrison from HUB24's Innovation Lab takes us through the ways that artificial intelligence is reshaping professional practice and where the new frontier of agentic AI is heading.

The SMSF Adviser Show
Highlights from the SMSF Association National Conference 2026 – Part 1

The SMSF Adviser Show

Play Episode Listen Later Feb 23, 2026 49:41


In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a selection of prominent industry members at the SMSF Association National Conference in Adelaide. In part one, SMSF Association chief executive Peter Burgess joins the show to talk about where the SMSF sector is heading, how it's growing, and the major issues impacting professionals. Then Class CEO Tim Steele and Financial Services Council CEO Blake Briggs chat about the thought leadership breakfast on the first day of the conference, why many SMSF members are not receiving advice, and how to get more advice to these members.

national conference smsf aaron dunn peter burgess keith ford
The SMSF Adviser Show
Where to from here? The changes ahead for the SMSF sector

The SMSF Adviser Show

Play Episode Listen Later Feb 4, 2026 41:00


There has already been a flurry of activity within the SMSF sector in the first month of the year and keeping on top of all the upcoming changes is set to be a challenge. On this episode of the SMSF Adviser podcast hosts Keith Ford and Aaron Dunn look at the key themes shaping the SMSF advice industry from the new draft of the Division 296 legislation, to contribution cap changes, the impact of inflation on superannuation and how the latest RBA rate hike will impact superannuation. Listen as they discuss: Impact of Division 296 and contribution cap changes. Inflation and transfer balance cap adjustments. The need for SMSF practitioners to be on top of the reporting of the self-managed fund. Superannuation and the victims of crime bill. The RBA rate decision and future legislative changes.

The SMSF Adviser Show
Div 296 draft legislation with Peter Burgess: Fairness, death benefits and CGT

The SMSF Adviser Show

Play Episode Listen Later Jan 21, 2026 42:46


In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn dissect the draft Division 296 legislation with SMSF Association CEO Peter Burgess, including the fresh challenges around equity, complexity and "system neutrality" between SMSFs and large APRA funds. Breaking down the association's submission to the draft legislation consultation, Burgess stresses that while the sector "won the battle" on unrealised gains, the new fight is ensuring that realised earnings allocated to in‑scope members are fair and transparent, especially given the different calculation methods across fund types. Tune in to hear: Why the TSB integrity measure is a red flag for the SMSFA. How the issues that remain in the draft legislation can be fixed. When to expect the bill to enter Parliament.

Salute To Troy: A USC Trojans Podcast
USC Trojans Re-Sign Two Key Offensive Pillars, Lose One To The Portal

Salute To Troy: A USC Trojans Podcast

Play Episode Listen Later Jan 4, 2026 9:02


It had been a few days, but the USC Trojans announced two pivotal re-signings for the 2026 season. Both freshman offensive tackles, Elijah Vaikona and Aaron Dunn, will be back. Unfortunately, their other freshman teammate, Alex Payne, has entered the portal. Tune in and make sure to like and subscribe to the USC LAFB YouTube Channel! Use promo code USCLAFB on Sleeper and get 100% match up to $100! https://Sleeper.com/promo/USCLAFB. Terms and conditions apply. #Sleeper Become an LAFB Lifer and get special perks by joining our Exclusive USC Trojans Community: https://www.lafbnetwork.com/plans/join/ Become a member today and help support the USC LAFB Team while also supporting Youth Sports Initiatives in the Los Angeles area! Become a member here: https://www.youtube.com/channel/UCZ3-rN0vKVT_XZVs-m6LXaw/join Join our USC Trojans Message Board: https://www.lafbnetwork.com/forums/forum/usc-trojans/ Check out our USC Trojans LAFB Merch: https://lafbnetwork.myshopify.com/ Listen to our USC Football Trojans Podcast: https://podcasts.apple.com/us/podcast/usc-lafb-a-usc-trojans-show/id1602005638 Go to www.LAFBNetwork.com for FREE full access to all of our podcasts and join the community! Twitter: @LAFBNetwork | @RyanDyrudLAFB | @LAFBJamz | @Coach_Rowe2 | @Tim_Prangley Lincoln Riley is the USC Trojans Football Head Coach for the 2025 College Football Season. The Trojans look to capitalize on an offseason full of momentum and improve their Big Ten play for 2025. Tune in for up-to-date USC Trojans news, opinion, and recruiting intel. Plus, film review, game previews and breakdowns, and our weekly LIVE LAFB Conquest Call-In Show every Wednesday evening! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The SMSF Adviser Show
Wrapping up a turbulent 2025 and looking ahead to 2026

The SMSF Adviser Show

Play Episode Listen Later Dec 17, 2025 51:49


In this episode of the SMSF Adviser podcast hosts Keith Ford and Aaron Dunn take a look back at the biggest events in the SMSF space for 2025, from the federal election and Division 296 uncertainty to tighter regulatory scrutiny across the sector and the ramifications of pension errors.  They also break down concerns that the government may look to drag SMSFs into the Compensation Scheme of Last Resort, including how exactly it could be achieved and whether it makes any sense at all. Listen as they discuss How the Div 296 changes are setting up a Groundhog Day for EOFY Whether new draft legislation will actually be seen before Christmas Where SMSFs are heading in 2026 How the CSLR could impact the SMSF sector

The SMSF Adviser Show
The ongoing saga of Div 296

The SMSF Adviser Show

Play Episode Listen Later Dec 4, 2025 31:02


In this episode of the SMSF Adviser podcast hosts Keith Ford and Aaron Dunn unpack the unresolved details of Division 296, including how the shift to taxing realised gains may affect high-balance SMSF members, particularly in the year of death. They discuss why "hold-until-you-die" strategies are unlikely to be practical due to pension and liquidity pressures.   They also delve into the government's new Digital Assets Framework Bill, which brings crypto platforms into the AFSL regime to improve consumer protection – an important shift given SMSFs' strong involvement in digital assets.  Listen as they discuss: Div 296 uncertainty and end-of-year legislative timing Strategy concerns for high-balance SMSF members Financial abuse risk within SMSFs Role of advisers and practical vigilance

The SMSF Adviser Show
Unpacking some of the lessons learned at the SMSF Adviser technical strategy days

The SMSF Adviser Show

Play Episode Listen Later Nov 6, 2025 45:33


In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Liam Shorte, managing director of SONAS Wealth, and Phil Broderick, principal at Sladen Legal, at the SMSF Technical Strategy Day in Sydney.   Shorte joins the show to discuss the evolving world of contribution and why it's important to understand the contribution rules and caps to ensure planning decisions remain sound regardless of the final policy settings.   Listen as Broderick unpacks a range of estate planning issues he covered in his session at the strategy day, including how some recent case law should impact the way SMSF professionals consider death benefit nominations.

lessons learned unpacking adviser broderick smsf aaron dunn technical strategy keith ford
The ifa Show
Breaking down the new $3m super tax with Aaron Dunn

The ifa Show

Play Episode Listen Later Oct 15, 2025 46:28


In this crossover episode of The ifa Show, host Keith Ford is joined by The SMSF Adviser Show co-host Aaron Dunn to unpack the changes from the initial proposal to the current version released this week. The discussion emphasises that while the major concerns of taxing unrealised gains and lack of indexation have been addressed, many technical details still need to be clarified through the legislative process and further consultation. Listen as they discuss: Taxable earnings: Originally, the tax applied to all earnings, whether realised or not. The revised measure will only tax realised gains. Indexation: The $3 million threshold will be indexed against the consumer price index (CPI) in $150,000 increments, pegged to the transfer balance cap movement. The $10 million threshold will be indexed in $500,000 increments, also aligned with CPI. Tax rates: For balances above $3 million, an additional 15 per cent tax applies to earnings. For balances above $10 million, an additional 10 per cent tax applies to earnings. Start date: The effective start date has been moved to 1 July 2026, with the first assessments issued in FY2027–28. Liability: The tax liability remains with the individual, who can pay it directly or seek a release from their super fund. The ATO will calculate the tax. Consultation: There is optimism for constructive consultation on the implementation details, particularly regarding how realised earnings will be calculated for APRA funds and self-managed super funds, and the treatment of CGT discounts and pre-2026 asset gains.

The SMSF Adviser Show
Unpacking the new super tax

The SMSF Adviser Show

Play Episode Listen Later Oct 15, 2025 45:47


The announcement this week from the government outlining the changes to the $3 million super tax was met with relief, but there are still many unknowns. On this episode of The SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn unpack the changes from the initial proposal to the current version released this week. The discussion emphasises that while the major concerns of taxing unrealised gains and lack of indexation have been addressed, many technical details still need to be clarified through the legislative process and further consultation. Listen as they discuss: Taxable earnings: Originally, the tax applied to all earnings, whether realised or not. The revised measure will only tax realised gains. Indexation: The $3 million threshold will be indexed against the Consumer Price Index (CPI) in $150,000 increments, pegged to transfer balance cap movement. The $10 million threshold will be indexed in $500,000 increments, also aligned with CPI. Tax rates: For balances above $3 million, an additional 15 per cent tax applies to earnings. For balances above $10 million, an additional 10 per cent tax applies to earnings. Start date: The effective start date has been moved to 1 July 2026, with the first assessments issued in the 2027–2028 financial year. Liability: The tax liability remains with the individual, who can pay it directly or seek a release from their super fund. The ATO will calculate the tax. Consultation: There is optimism for constructive consultation on the implementation details, particularly regarding how realised earnings will be calculated for APRA funds and SMSFs, and the treatment of CGT discounts and pre-2026 asset gains.

The SMSF Adviser Show
Unpacking the latest amendments

The SMSF Adviser Show

Play Episode Listen Later Oct 8, 2025 58:01


Updated legislative and regulatory instruments were added to the ever-expanding cache in the SMSF sector last month. In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn unpack what it all means with Bryce Figot, special legal counsel for DBA Lawyers. Figot delves into the changes made in LCR 2021/2 and TR 2010/1, focusing on non-arm's length income provisions and contributions and specifically how they may affect professionals working in the sector. Listen as they discuss: The new “safe harbour” example (7A) in LCR 2021/2. Paragraph 51, outlining discounted prices for SMSF services. Contribution updates in TR 2010/1 that clarify how acquiring an asset for below-market value is not a contribution if it's a purchase under a sale contract. The importance of proper documentation and arm's length valuations that are crucial for mixed part-purchase and part-contribution scenarios. The disproportionate outcomes that still exist where small non-arm's length capital gains can taint entire net capital gains or distributions from unit trusts.

The SMSF Adviser Show
The waiting game

The SMSF Adviser Show

Play Episode Listen Later Sep 24, 2025 46:41


The SMSF sector is in a holding pattern as key regulatory and legislative changes remain unresolved. In this episode of the SMSF Adviser podcast, hosts Aaron Dunn and Keith Ford discuss some of the key changes that are still to be clarified, such as the Div 296 tax and the much-anticipated NALI/E amendments. The podcast touches on recent updates from the ATO, specifically regarding Law Companion Ruling (LCR) 2021/2 relating to super contributions and the recently released annual Class Benchmark report. Listen as they discuss: Revelations that more SMSFs will be impacted by the proposed Div 296 than originally estimated. The changing face of the SMSF sector demographics. The ongoing advice gap in the SMSF sector. Implications of commuting market-linked pensions.

The SMSF Adviser Show
Getting it right: the challenge in market valuations

The SMSF Adviser Show

Play Episode Listen Later Sep 10, 2025 50:09


Market valuations have emerged as a crucial area in the SMSF sector, particularly in light of regulatory changes and heightened ATO scrutiny. The looming spectre of Division 296 further complicates the landscape, particularly regarding the methodology used for valuations. In this episode of the SMSF Adviser Podcast, host Aaron Dunn, chief executive of Smarter SMSF, is joined by industry stalwart Shelley Banton, head of technical for ASF Audits, to delve into the changing expectations for valuations and meeting the challenging compliance requirements. Listen as they discuss: The complexity of market valuations, especially for assets that lack readily available market data. Concerns around private credit. Practical solutions that may support auditors. The shift in expectations for the auditing profession.

The SMSF Adviser Show
Unravelling the new pension rules

The SMSF Adviser Show

Play Episode Listen Later Aug 27, 2025 46:02


The updated rules on when a pension commences and ceases have created confusion in the SMSF sector. On this week's episode of the SMSF Adviser podcast, hosts Aaron Dunn and Keith Ford delve into the intricacies of TR2013/5 with Tim Miller, head of education and technical for Smarter SMSF. Miller explains how the revised ruling, which was updated in June 2024, primarily reflects changes from the super reforms introduced on 1 July 2017. He provides a fresh perspective on what needs to happen when a super income stream fails to meet the pension standards for a financial year, particularly with minimum pension requirements. Listen as they discuss: How the consequences of failing to meet pension standards have become more stringent. The trust law aspect of pensions. The importance of understanding the minimum pension obligation and the consequences of failing to meet it. The retrospective application of these rules. The complexities surrounding TRIS. The time frame for losing ECPI beyond the traditional 12 months.

pension unravelling tim miller tris smsf aaron dunn keith ford smarter smsf
The SMSF Adviser Show
Reform and regulation: the challenges

The SMSF Adviser Show

Play Episode Listen Later Aug 14, 2025 42:27


Australia is currently grappling with a complex web of regulatory reforms, which has left many advisers in a state of limbo. In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn discuss the pressing issue of financial advice reform. One of the most troubling issues is in the advice sector, and after nearly three years since the Quality of Advice Review (QAR) report was delivered, the sector is still waiting for significant progress. Listen as Keith and Aaron discuss: The fragmented nature of the regulatory framework. The challenges in the requirement for an account number on fee consent forms. The government's focus on super, particularly in the retirement phase. Technical aspects of SMSF management, including deferred tax accounting. Recent actions by ASIC against SMSF auditors.

Money Talks with Michael Campbell

Aaron Dunn joins Mike to update some of his previous stock picks (tell me you bought Microsoft when he told us to in 2020!), as well as some brand new ideas on the riskier end of the spectrum. Victor Adair is making money at the Trading Desk in the dog days of summer, a George Orwell quote perfect for 2026, and Mike wonders if Carney voters are happy with the results so far. See omnystudio.com/listener for privacy information.

The SMSF Adviser Show
Exploring Division 296 alternatives that don't tax paper profits

The SMSF Adviser Show

Play Episode Listen Later Jul 31, 2025 40:59


In the latest episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn break down some of the alternative methods to remove concessions for large super balances without resorting to taxing unrealised gains, with a range of options being delivered in recent weeks. The IFPA put forward compulsory cashing, while Geoff Wilson and Wilson Asset Management offered up a progressive super surcharge model, with both looking to meet the government's stated aim for Division 296 in a manner that leaves unrealised gains untouched. Listen as they discuss: What is missing when the government talks about liquidity and diversity requirements for super funds that hold farmland. The spike in SMSF-related complaints to AFCA, largely on the back of major financial failures like United Global Capital. When Division 296 is likely to land back in parliament.

profits alternatives smsf geoff wilson afca ifpa aaron dunn wilson asset management keith ford
The SMSF Adviser Show
TBC increase not as easy as ABC

The SMSF Adviser Show

Play Episode Listen Later Jul 16, 2025 52:14


The increase of the transfer balance cap from $1.9 million to $2 million is not as simple to understand as it seems. In this SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn discuss the implications of the TBC rise implemented at the start of the new financial year with industry stalwart David Busoli. While this shift appears straightforward, it brings complexities, particularly for existing pensioners, due to the intricacies of proportional indexation. Busoli explains how proportional indexation is a critical concept in understanding how the TBC affects individuals and how, for people just starting their pension phase, the indexation process presents several challenges. Listen as they discuss: The necessity for accurate data to ensure proper management of transfer balance accounts. Broader implications of the TBC changes, including the impact on non-concessional contributions. The ongoing challenges within the SMSF sector, particularly in managing the intricacies of the transfer balance cap and ensuring accurate reporting. Division 7A and its implications for limited recourse borrowing arrangements within SMSFs.

broader tbc smsf smsfs aaron dunn keith ford
The SMSF Adviser Show
Where to from here? Planning for the new financial year

The SMSF Adviser Show

Play Episode Listen Later Jul 2, 2025 36:42


It's the start of a new financial year, but there are still many uncertainties in the SMSF world. In the latest episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn discuss the implications of the upcoming Division 296 legislation, which is set to impact individuals with superannuation balances over $3 million.  As the new financial year kicks off, there is a raft of other topics that SMSF professionals need to pay attention to and plan for the year ahead, and Aaron breaks down all of the areas that deserve a closer look. Listen as they discuss: How a lack of certainty is impacting the sector. The continued pushback from a growing cohort of industry bodies. The rise in SG and its effect on contribution strategies. Timely reviews needed now of investment strategies and estate planning.

Mobile Rolling
Mobile Rolling 26.06.2025

Mobile Rolling

Play Episode Listen Later Jun 26, 2025 46:48


Mobile Rolling-Chris Barsby has the latest Harness racing news with Aaron Dunn, Wayne Portland, Robbie Morris and Matt Young.

The SMSF Adviser Show
Streamlining the audit process

The SMSF Adviser Show

Play Episode Listen Later Jun 18, 2025 47:51


With just two weeks remaining until the financial year wraps up, getting an SMSF ready for tax time involves ensuring there is a smooth audit process. In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn are joined by well-known industry auditor Deanne Firth, director of Tactical Super. Firth offers some valuable insights and timely reminders for SMSF trustees and auditors to prioritise compliance and leverage available resources to streamline their processes. Listen as they discuss: Obtaining the necessary evidence for valuations, especially concerning private and unlisted companies. The timing of audits and the importance of proactive engagement with clients. The challenges with valuing unlisted assets, particularly private companies with unique business models. The complexities of SMSFs investing in start-up ventures. Loans within SMSFs. Technology and AI in the SMSF sector.  

Strong Com Podcast
The New Year Engagement Matrix: Where do you fall?

Strong Com Podcast

Play Episode Listen Later Jan 6, 2025 16:11


In this episode of Dunn On Purpose, host Aaron Dunn dives into the concept of the New Year and how it can serve as a catalyst for personal growth and transformation. As we settle into 2025, Aaron encourages listeners to reflect on their engagement with the New Year and where they fit within his unique "New Year Engagement Matrix."Join Aaron as he explores four distinct categories:The Achiever: Thriving on action, growth, and accomplishment.The Preserver: Finding comfort in routines but needing a spark of enthusiasm.The Explorer: Energized by new possibilities but often lacking discipline.The Wanderer: Stuck in a state of inaction and uncertainty.Throughout the episode, Aaron poses thought-provoking questions tailored to each category, helping you identify your current mindset and encouraging you to take actionable steps toward a more purposeful life.Whether you're feeling ambitious or apathetic, this episode is packed with insights to help you make the most of 2025. www.dunnonpurpose.com This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit dunnonpurpose.substack.com

DJ & PK
Mr. Mac Utah County High School Player of the Week | Week 15

DJ & PK

Play Episode Listen Later Nov 26, 2024 1:48


The Mr. Mac Utah County Player of the Week for Week 14 of the 2024 Utah High School football season featured Aaron Dunn from Spanish Fork High School and Bott Mulitalo from Lone Peak High School.

Money Talks with Michael Campbell
October 26 Episode

Money Talks with Michael Campbell

Play Episode Listen Later Oct 26, 2024 78:11


Martin Armstrong, the legendary and always controversial analyst and forecaster, joins Mike for a wide-ranging discussion ahead of the Armstrong Economics Conference in Orlando. Aaron Dunn shares some dividend stock picks, the impact of the Bank of Canada's rate reduction, and much more. See omnystudio.com/listener for privacy information.

Peristyle Podcast - USC Trojan Football Discussion
Composite Two-Star Recruits: USC lands major 2025 OL commitment from Aaron Dunn; A look at the future for USC

Peristyle Podcast - USC Trojan Football Discussion

Play Episode Listen Later Oct 23, 2024 182:29


The Composite Two-Star Recruits podcast returns to discuss USC landing major 2025 OL commitment from four-star OT Aaron Dunn. The Cilantro Boys also talk about the future of USC football and recent losing streak. TIME STAMPS: 8:27: Cold Open (Four-star OT Aaron Dunn Commits)  27:53: Maryland Recruiting Angle  43:27: Hurricane on Miller Moss vs. Jayden Maiava  57:44: Early Look at 2025 Roster  2:35:22: Listener Questions  To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Money Life with Chuck Jaffe
Morgan Stanley's Dunn sees value thriving amid sticky inflation, high rates

Money Life with Chuck Jaffe

Play Episode Listen Later Aug 12, 2024 64:01


Aaron Dunn, co-head of the value equity team at Morgan Stanley Investment Management, says that growth stocks are unlikely to beat value in a higher inflationary environment with higher rates, creating a nice tailwind for value, particularly because he expects inflation and high interest rates to remain sticky. He expects a synchronized rate-easing cycle across the globe, which makes him interested in taking a longer-term look at cyclical areas like energy and industrials. Christine Kieffer, senior director of investor education at FINRA discusses the agency's recent alert warning investors of support-center scams, where investors looking for help from their brokerage or mutual fund company do a search for the firm's help desk and wind up being directed to fake sites where their money and/or data is ripped off. David Trainer of New Constructs puts BILL Holdings back in the Danger Zone, reaffirming the company's status as a zombie stock and a Danger Zone pick, noting that investors should not be fooled by revenue growth that still hasn't generated profits, and Mark Travis, president of Intrepid Capital Management, talks about companies that make beer, shoes and underwear — and sell at reasonable valuations — in the Money Life Market Call.

thriving inflation amid rates sees dunn sticky morgan stanley danger zone finra morgan stanley investment management aaron dunn mark travis
Sports Saturday
JT Wistricill to talk about Utah fall camp tih Camrising being ready to play this year, Aaron dunn signing to Utah and how the Utes will ...

Sports Saturday

Play Episode Listen Later Aug 10, 2024 22:31


James Peterson hosts from 10 am to noon, every Saturday, James gives you the best weekend sports coverage in Utah breaking down the biggest sports stories and moments of the week both locally & nationally.

DJ & PK
Hour 3: Darius Lassiter talks BYU Football | Team USA rallies | Aaron Dunn picks Utah

DJ & PK

Play Episode Listen Later Aug 9, 2024 49:13


Hour three of DJ & PK for August 9, 2024: Darius Lassiter, BYU Football Team USA advances Aaron Dunn is Utah-bound

DJ & PK
What is Trending: Team USA rallies past Serbia | Jerry Jones has 'lack of urgency' | Aaron Dunn commits to Utah | Wyndham Championship delayed by Debby

DJ & PK

Play Episode Listen Later Aug 9, 2024 18:43


Catch up on all the headlines in NBA, Olympivs, NFL, College Football, MLB and Golf news with "What is Trending" for August 9, 2024.

DJ & PK
DJ & PK | Full Show | August 9, 2024

DJ & PK

Play Episode Listen Later Aug 9, 2024 183:12


The entirety of DJ & PK for August 9, 2024: HOUR ONE Fesi Sitake, BYU Football Utah Jazz next move(s) Riley Nelson, Former BYU Quarterback HOUR TWO What is Trending Hot Takes or Toast Recreational golf mentality HOUR THREE Darius Lassiter, BYU Football Team USA advances Aaron Dunn is Utah-bound HOUR FOUR Jay Hill, BYU Football 9 am Slacker Radio Headlines Feedback of the Day

KSL Unrivaled
HOUR 1 | BYU QB Race Narrowing? | Utah Signs Big OL | Mandatory CFB Injury Reports?

KSL Unrivaled

Play Episode Listen Later Aug 8, 2024 41:39


JJ & Alex cover a lot in the first hour. BYU has a scrimmage on Saturday in hopes to get a clearer look at the starting QB race. Also, Utah landed a big time recruit in offensive lineman Aaron Dunn. Also, more college football conferences are leaning toward mandatory injury reports.

Cougar Sports with Ben Criddle (BYU)
7-3-24 - Brandon Huffman, 247Sports - What are the chances of Aaron Dunn committing to BYU FB?

Cougar Sports with Ben Criddle (BYU)

Play Episode Listen Later Jul 4, 2024 30:19


Ben Criddle talks BYU sports every weekday from 3 to 7 pm.Today's Co-Hosts: Ben Criddle (@criddlebenjamin)Subscribe to the Cougar Sports with Ben Criddle podcast:Apple Podcastshttps://itunes.apple.com/us/podcast/cougar-sports-with-ben-criddle/id99676

Money Talks with Michael Campbell
Dividend Stocks with Aaron Dunn

Money Talks with Michael Campbell

Play Episode Listen Later May 25, 2024 19:04


See omnystudio.com/listener for privacy information.

stocks dividend aaron dunn
Money Talks with Michael Campbell

Mike on what the AAA credit warning ignores. Politicians seem to be happy about it. With T-Bill yields falling, KeyStone Financial's Aaron Dunn will tell you about a secure dividend that you'd need a 10.5% T-Bill to match its after-tax yield. Plus, Mike on the Canada Pension Plan's high cost and low returns in the Shocking Stat of the Week. See omnystudio.com/listener for privacy information.

Cougar Sports with Ben Criddle (BYU)
4-18-24 - Aaron Dunn, 4-start OL recruit - What school are recruiting right now and why is he "graduating early?"

Cougar Sports with Ben Criddle (BYU)

Play Episode Listen Later Apr 19, 2024 14:50


Ben Criddle talks BYU sports every weekday from 3 to 7 pm.Today's Co-Hosts: Ben Criddle (@criddlebenjamin)Subscribe to the Cougar Sports with Ben Criddle podcast:Apple Podcastshttps://itunes.apple.com/us/podcast/cougar-sports-with-ben-criddle/id99676

Freight Nation: A Trucking Podcast
From One Truck to Large Brokerage: PDQ America's Story with Michael Clements and Aaron Dunn

Freight Nation: A Trucking Podcast

Play Episode Listen Later Jan 16, 2024 45:01


In this episode of Freight Nation: A Trucking Podcast, host Brent Hutto is joined by Aaron Dunn, Director of Sales and Marketing at PDQ America, and Michael Clements, President at PDQ America. Together, they discuss PDQ's story from one truck to a large brokerage, the journey that led to the Trucking for Millennials podcast, and the value they both have gained from hosting the show.

Money Talks with Michael Campbell
Stock Picks with Aaron Dunn

Money Talks with Michael Campbell

Play Episode Listen Later Oct 22, 2023 24:21


Mike talks to Keystone Financial's Aaron Dunn about some exciting potential stock opportunities.See omnystudio.com/listener for privacy information.

stock picks aaron dunn
Money Talks with Michael Campbell
October 21st Episode

Money Talks with Michael Campbell

Play Episode Listen Later Oct 21, 2023 72:50


The debt situation has changed, and Mike says the math makes a debt crisis inevitable. The last time KeyStone Financial's Aaron Dunn was on MoneyTalks, he recommended Hammond Power Solutions (up over 200%), so it's no surprise that Mike wants more stocks to put on your radar screens. The feds are concerned about misinformation despite the fact that government is arguably the biggest source of it.See omnystudio.com/listener for privacy information.

money talks aaron dunn
Closing Bell
Closing Bell Overtime: Earnings onslaught, Big biotech movers, Payments CEOs share consumer insights 2/28/23

Closing Bell

Play Episode Listen Later Feb 28, 2023 44:33


Stocks were mostly lower on the final day of February to close out a downbeat month. Aaron Dunn from Eaton Vance and Jack Ablin from Cresset Capital break down the action and give their outlooks for March. The CEOs of Shift4 Payments and Klarna discuss their read on the consumer and the credit markets. Two biotech movers – Novavax and Sarepta – saw big moves post-market on breaking headlines. Plus analysis of a slew of companies that reported results in the after-hours session, including Ross Stores, Urban Outfitters, First Solar, HP, Virgin Galactic, AMC and Rivian. 

Coffee w/#The Freight Coach
#252 - Michael Clements & Aaron Dunn

Coffee w/#The Freight Coach

Play Episode Listen Later Feb 3, 2023 43:00


The Trucking For Millenials Podcast Hosts join me to speak about what they are currently going through in navigating our current freight market in their brokerage, PDQ America. We discuss sales strategies, growth, and podcasting in this episode. Make sure to subscribe and share to their podcast, which drops every Monday!  To learn more about becoming a Freight Agent: https://spi3pl.com/ Ditch your carrier packet, Drive more carrier sales and get better load coverage with seamless digital onboarding, TMS integration, and smart load coverage, visit: https://brokercarrier.com/

drive ditch tms aaron dunn michael clements
Money Talks with Michael Campbell
Income and Growth Stock Picks

Money Talks with Michael Campbell

Play Episode Listen Later Dec 18, 2022 18:18


Keystone Financial's Aaron Dunn joins Michael to share 3 of his top year-end picks.See omnystudio.com/listener for privacy information.