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      • Company Incorp Special Purpose
      • SMSF Establishment / New SMSF
      • SMSF Trust Deed
      • SMSF Change of Trustee
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      • Binding DBN
      • Non-binding DBN
      • Pension Commencement
      • Partial Commutation – Cash
      • Lump Sum Payment SMSF
      • Rollback of Pension
      • TRIS to Retirement Phase
      • Limited Recourse Borrowing
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      • BGL
      • CLASS Super
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Leveraging the Class integration for SMSF document orders

WebinarBy Aaron DunnDecember 2, 2021Leave a comment

Where we explore the use of the Class integration to order your SMSF documents from within the Smarter SMSF platform. In this demo, we will be exploring: How to connect your Class account in the Smarter SMSF platform How the Class integration works to populate information to order documents How the one-click new SMSF works…

Leveraging the BGL integration for SMSF document orders

Documents, WebinarBy Aaron DunnDecember 2, 2021Leave a comment

Where we explore the use of BGL’s integration with Simple Fund 360 and CAS 360 to order your SMSF documents from within the Smarter SMSF platform. In this demo, we will be exploring: How to connect your BGL accounts in the Smarter SMSF platform How you can connect to Smarter SMSF from within Simple Fund…

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  • About
    • About us
    • About our docs
    • Sign up to news
  • Membership
    • Document subscriptions
      • Create25
      • Create50
      • Create100
      • Create250
      • CreatePlus+
    • CPD subscriptions
      • CPD Quarterly
      • CPD Regular
      • CPD Business
      • CPD & Support
    • Support
    • Book a Demo
  • Documents
    • Smarter documents
      • Platform features
    • Popular documents
      • Company Incorp Special Purpose
      • SMSF Establishment / New SMSF
      • SMSF Trust Deed
      • SMSF Change of Trustee
      • SMSF Investment Strategy
      • Binding DBN
      • Non-binding DBN
      • Pension Commencement
      • Partial Commutation – Cash
      • Lump Sum Payment SMSF
      • Rollback of Pension
      • TRIS to Retirement Phase
      • Limited Recourse Borrowing
    • Full Document List
    • Integrations
      • BGL
      • CLASS Super
      • SuperMate
      • Integrations Week
    • Legacy Pension Conversions
    • Legal
      • Smarter Legal Review
      • Smarter Legal Week
    • PAYG sign up
  • CPD Training
    • About our CPD
    • SMSF Day 2025
    • All events
    • Courses
      • SMSF essentials course
      • SMSF foundations course
  • Blog
  • Shop
  • Login
    • Platform Login
    • PAYG Sign Up
    • My Subscriptions
  • Contact