Having resisted the temptation for much of the past 12 months, the voice of our members grew over this time in their request to add a discretionary (family) trust document into the Smarter platform. Well, having embarked on this process over the past couple of months, we are now excited to announce that release of this new document.
This document is now available through our Create Legal and Accountant’s Bundle subscriptions, and can also be purchased on a pay-as-you-go (PAYG) basis. You can visit the document product page for further details:
Watch the video
Aaron has created the following video that steps through the ordering process and generated documents as part of the discretionary trust order:
‘One-click’ setup in CAS360
Work has commenced on the integration with CAS360, which will allow you after the order to automatically add the trust details into your BGL software with just one-click. We expect to have this integration available in February 2019 and will provide a further update once available.
You can find out more about our integrations with BGL showcase page.
By signing up as a PAYG member, you will gain access to our entire suite of SMSF documents which can be purchased on a Pay-As-You-Go (PAYG) basis.
- Designed for the accounting and financial planning industry.
- All documents are best practice, current and regularly updated.
- Seamless integrations with Simple Fund 360, CAS360 and Class Super.
- Add on any of our other products at any time during use of your free PAYG membership