Skip to content
Smarter SMSF
What the best practitioners use
Smarter SMSFSmarter SMSF

1300 95 94 76

My Cart Contact

  • About
    • About us
    • About our docs
    • Sign up to news
  • Membership
    • Document subscriptions
      • Create25
      • Create50
      • Create100
      • Create250
      • CreatePlus+
    • CPD subscriptions
      • CPD Regular
      • CPD Business
    • 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 & Support
    • About our CPD
    • SMSF Day 2026
    • Smartie AI Agent
    • All events
      • Watch State of SMSF 2026
    • Courses
      • SMSF essentials course
      • SMSF foundations course
  • Blog
  • Shop
  • Login
    • Platform Login
    • PAYG Sign Up
    • My Subscriptions
  • Contact
  • About
    • About us
    • About our docs
    • Sign up to news
  • Membership
    • Document subscriptions
      • Create25
      • Create50
      • Create100
      • Create250
      • CreatePlus+
    • CPD subscriptions
      • CPD Regular
      • CPD Business
    • 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 & Support
    • About our CPD
    • SMSF Day 2026
    • Smartie AI Agent
    • All events
      • Watch State of SMSF 2026
    • Courses
      • SMSF essentials course
      • SMSF foundations course
  • Blog
  • Shop
  • Login
    • Platform Login
    • PAYG Sign Up
    • My Subscriptions
  • Contact

Risks and costs of your own SMSF templates, August 2022

Compliance, WebinarBy Aaron DunnAugust 15, 2022Leave a comment

In this webinar, we examined the following: What are the risks in your own SMSF templates The cost-benefit trade-off The role of technology to drive efficiencies How Smarter SMSF is bridging the ‘gap’ to support practitioners

Details

A wrap of the SMSF Days 2022

smsf day, Training & EventsBy Aaron DunnAugust 5, 2022Leave a comment

Like many, the SMSF Day events over the past few years moved to a virtual event whilst we navigated through the COVID-19 pandemic period.  There were many benefits to delivering online and throughout this period we’ve had great support in delivering education online.  However, there’s nothing quite like that face-to-face interaction that is a hallmark…

Details

ATO’s COVID-19 relief ceased at 30 June 2022

COVID-19By Aaron DunnJuly 28, 2022Leave a comment

The Australian Taxation Office (ATO) has recently provided advice to remind the SMSF industry that the COVID-19 relief and support that was offered to SMSFs financially over the past few years ended on 30 June 2022. For the 2019–20, 2020–21 and 2021–22 income years the Commissioner had offered to SMSFs: residency relief rental relief (including…

Details

A move to quarterly TBAR reporting

Compliance, Income StreamsBy Aaron DunnJune 29, 2022Leave a comment

The Australian Taxation Office (ATO) has formally announced that they will be streamlining transfer balance account reporting (TBAR) for self-managed super funds (SMSFs) from 1 July 2023. This follows consultation with the community, industry, and tax professionals on streamlining the lodgement of transfer balance account event-based reporting for all SMSFs. As a result of the…

Details

Impact of Hill v Zuda decision for SMSF death benefits

Estate PlanningBy Aaron DunnJune 28, 2022Leave a comment

  The recent unanimous decision by the High Court in Hill v Zuda [2022] HCA 21 confirmed that regulation 6.17A of the SIS Regulations 1994 does not apply to SMSFs. In this webinar conducted by Smarter SMSF on 28 June 2022, Aaron Dunn is joined by Chris Hill, lawyer and founder of Inherit Australia discuss…

Details
←1
2345678910111213
…1415161718…
1920212223242526272829303132333435363738394041424344454647484950515253545556575859606162636465
66→

Why Smarter

Sign up for Documents

Sign up for Training

Upcoming Events

Changing Face of SMSF

04-03-2026
Online Event
Webinar
#Paid

Working smarter with Smartie AI

12-03-2026
Online Event
Webinar
#Free

SMSF Day 2026 – Brisbane

17-03-2026
Brisbane
Face to face events
#Paid
Cart
Sign up to our news & events
 
Recent Posts
  • Government pushes forward with Div 296 laws
  • Labor changes tack with Division 296
  • Smarter SMSF updates – 1 July 2025
  • ASIC fees from 1 July 2025
  • Wrap up of the SMSF Day 2025 events
  • Government provides green light for commutation of asset test exempt legacy pensions
  • Smarter SMSF launches new Legacy Pension Hub to assist with regulatory changes
Smarter SMSF logo white
  • About
  • Documents
  • Training
  • Blog
  • Events
  • Login

Contact Us

1300 95 94 76

team@smartersmsf.com

Address

Level 23, 500 Collins St,
Melbourne VIC 3000

PO Box 25, Flinders Lane, VIC 8009

© SMARTER SMSF PTY LTD 2023. All rights reserved. ABN 40623209021
The use of this website is subject to our Conditions of Use and Privacy Policy

All prices are in Australian Dollars. Prices are subject to change without notice.

Go to Top
advanced-floating-content-close-btn
1300 95 94 76
Make An Enquiry