The Smarter integrations week showcases our key integrations available on the Smarter SMSF platform with SMSF software providers and various government agencies. In this webinar, Aaron Dunn provides a demonstration on the integration with Simple Fund 360, allowing you to seamlessly generate documents using your BGL data including trust deed upgrades, pension commencements, investment strategies…
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As we approach 30 June many clients will be wanting to maximise not only the amount they can contribute to superannuation but also the maximum deduction they can claim on their personal contributions. For what it’s worth, there is no maximum amount that can be claimed but there is a maximum amount before the excess…
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CPD member? Login to the platform to watch the webinar and complete the assessment to receive your CPD certificate. Not a member? Find out more about our CPD packages to access more information to keep you up-to-date and to grow your SMSF knowledge. With the Government having already announced changes to superannuation prior to…
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Whilst it may have taken us by surprise that there wasn’t much by way of superannuation in this year’s Federal Budget, perhaps in hindsight it was always going to be this way. In January 2023 the Government announced their plans to legislate the ‘Objective of Superannuation’ – this was followed by a period of consultation…
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The Federal Budget did little to quell the dissatisfaction with the earnings calculation proposed by the Government in their original ‘Better targeted superannuation concessions’ Fact Sheet and Consultation Paper. We have discussed these in details previously, with a comprehensive overview of the announcement, fact sheet and consultation paper in our previous blog posts that discuss…
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