This time of year is always worth reflecting on what the team at Smarter SMSF has been able to achieve, and without question 2020 will be remembered in more ways than one. With the team having moved to working from home (WFH) in late March 2020, the achievements this year have been even more remarkable. …
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We know that investment strategies have been one of the big topics within the SMSF industry over the past 6 months and will continue to be a significant part of the landscape in 2020. Over the past few months we have been working towards seamlessly integrating the preparation of Smarter SMSF’s investment strategy into Simple…
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Simple + Smart Thank you to those who joined us for our latest update webinar on 27 November 2019 regarding the BGL Smarter SMSF document integration Update. In this session, Aaron Dunn was joined by Matt Crofts, Product Manager of Simple Fund 360 to look at: New SMSF ordering Ordering a special purpose trustee company,…
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In this webinar, Aaron Dunn from Smarter SMSF explores the various risks and opportunities in paying pensions from a SMSF, including: the current state of play with SMSF pensions understanding how you currently prepare pension documents, including the risks of using SMSF software documentation Demonstrating the Smarter SMSF pension documents, including the use of…
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There is a growing importance in the effectiveness of SMSF pension documentation. Historically there may have been a ‘gap’ in the provision of various SMSF compliance documents, and a somewhat heavy reliance on SMSF software providers to support practitioners with these templates. In recent times we have seen expectations of fund documentation increase…
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