We explored the latest features, documents and updates across the Smarter SMSF platform. It provides members and general users of the Smarter SMSF platform with an opportunity to see a demonstration of the work conducted by the team over the past 3 months.
In our July 2023 update, we explore a range of changes made for the new financial year, including:
Changes to the SMSF trust deed and special purpose company constitution
Amendments to BDBN templates in light of recent case law
A demonstration of the ABN/TFN integration, available for new SMSF establishments, integration with BGL, Class & SuperMate.
the release of new documents and other document updates for the new financial year; and
details of our road map for the remainder of 2023 with new features, integrations, DocFlows and more.
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.
As an SMSF specialist and CPA with more than 20 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.