There’s a growing importance and complexity that comes with SMSF pension documents. For many practitioners, there’s a continued reliance on your SMSF software to prepare pension documents, which raises a number of risks and important considerations.
In this webinar, we unpack many of these issues in comparing standard SMSF software templates to the newly updated Smarter SMSF pension documents. The session explores:
How to start a pension with an unknown balance
The risks in backdating pension start dates
What’s required should a member take more than the minimum pension?
What happens if the member has lost capacity?
How Smarter SMSFs pension documents overcome many of these problems inherent with standard pension templates.
The session will spend time working through the many features available within the Smarter SMSF pension documents, including the integrations available with Class and Simple Fund 360.
Aaron is a well-known identity within the SMSF sector and is seen as a trusted source for professionals to learn more about SMSFs and the direction of the sector. Aaron's insights into both technical and practice-based issues within the SMSF industry sees him regularly sort out to participate as a key stakeholder across regulatory and policy issues.
Aaron was awarded the SMSF Association Chairman's Award 2023 for his outstanding contribution to the SMSF sector, having made a significant contributions to sector growth and sustainability, measured against the values of leadership and sustainability.
As an SMSF specialist and CPA with more than 25 years experience, Aaron is the CEO and Co-founder of Smarter SMSF, a specialist business that provides technology-based solutions to educate, automate and simplify the complexities of SMSFs to accountants, financial advisers.
A lover of sport, in particular AFL football (Essendon) and athletics, Aaron was previously a nationally ranked high jumper having set a personal best jump of 2.14m.
