As various states and territories continue to navigate their way out of the pandemic, it was becoming abundantly clear for the Regulator to extend the relief for a number of SMSF COVID-19 relief measures that were previously granted for the 2019-20 and 2020-21 financial years. We have now seen the ATO publish an update confirming…
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In the first webinar of our Smarter thinkers series, we explore the risks and costs of building your own SMSF templates. Within the SMSF landscape, there is a recognised ‘gap’ in ready made compliance documents to support a number of strategies and issues. For many firms, this requires specialist knowledge to develop your own…
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On 30 August 2021, Daniel Tramontana (BGL) was joined by Aaron Dunn to discuss how the integration works between Smarter SMSF and Simple Fund 360 to order from our listed of specialist SMSF documents. This 60 minute webinar explored: Who is Smarter SMSF? A live integration demonstration Q&A about the integration, SMSF documents and subscription…
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Over the past 12-18 months we have seen a heightened level of interest in SMSF establishment as more individuals take a greater interest in the decision making and control of their retirement savings. This has been reflected in the number of orders through our Smarter SMSF platform too, but one area of frustration has been…
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Investment strategies have been a topic of significant importance within the SMSF sector over the past few years. There has been a much higher expectation being imposed on trustees by the Australian Taxation Office (ATO) and fund auditors to demonstrate how trustees have adequately considered all of the requirements of an investment strategy…
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