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 Quarterly
      • CPD Regular
      • CPD Business
      • CPD & Support
    • 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 Training
    • About our CPD
    • SMSF Day 2025
    • All events
    • Courses
      • SMSF essentials course
      • SMSF foundations course
  • Blog
  • Shop
  • Login
    • Platform Login
    • PAYG Sign Up
    • My Subscriptions
  • Contact

1300 95 94 76

My Cart Contact

Smarter SMSFSmarter SMSF
  • About
    • About us
    • About our docs
    • Sign up to news
  • Membership
    • Document subscriptions
      • Create25
      • Create50
      • Create100
      • Create250
      • CreatePlus+
    • CPD subscriptions
      • CPD Quarterly
      • CPD Regular
      • CPD Business
      • CPD & Support
    • 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 Training
    • About our CPD
    • SMSF Day 2025
    • All events
    • Courses
      • SMSF essentials course
      • SMSF foundations course
  • Blog
  • Shop
  • Login
    • Platform Login
    • PAYG Sign Up
    • My Subscriptions
  • Contact

1300 95 94 76

My Cart 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

RIP – 6 member SMSFs

Federal Budget, GovernmentBy Aaron DunnApril 2, 2019Leave a comment

  After all the fanfare by the Coalition Government to increase the number of members within a SMSF to six (6) members in response to Labor’s proposed measure to ban franking credit refunds, this item on budget night has died and will not proceed. After introducing Treasury Laws Amendment (2019 Measures No. 1) Bill 2019…

Details

Revised start dates for key SMSF measures

Federal Budget, Government, Income StreamsBy Aaron DunnJune 30, 2020Leave a comment

The Federal Government has announced revised a revised start date of 1 July 2021, deferring the commencement on two proposed actuarial red tape measures that were announced in last year’s Federal Budget.  This revision are a result of the Government’s re-prioritisation of resources and the shortened parliamentary sitting period in 2020 due to the COVID-19…

Details

Reversionary TRIS legislation now fixed

Estate Planning, Income StreamsBy Aaron DunnFebruary 12, 20191 Comment

With Treasury Laws Amendment (2018 Measures No. 4) Bill 2018 finally passing the Senate late in 2018, it required further amendments to be passed by the House of Representatives before this ‘fix’ would apply to allow for certain reversionary pensions to continue or move into the retirement phase.  Importantly, we have now seen this legislation on…

Details

Rental relief provides a big relief!

Compliance, COVID-19, Government, InvestmentsBy Aaron DunnMarch 28, 20202 Comments

We are seeing first hand the devastating effects from the coronavirus pandemic and its impact on business generally.  Whilst some have thrived (e.g. think supermarkets), many have closed their doors due to Government intervention to stop the spread of this virus.  This has resulted in many businesses, not only standing down staff but also wondering…

Details
←1
234567891011121314151617
…1819202122…
232425262728293031323334353637383940414243444546474849505152535455565758596061626364
65→

Why Smarter

Sign up for Documents

Sign up for Training

Upcoming Events

Dealing with trustee changes

06-08-2025
Online Event
Webinar
#Free

SMSF Annual Compliance Masterclass 2025

26-08-2025
-
Webinar
#Paid

Changing Face of SMSF

10-09-2025
Online Event
Webinar
#Paid
Cart
Sign up to our news & events
 
Recent Posts
  • 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
  • A smarter way to meet your SMSF Association CPD hours
  • Celebrating 10 years of the SMSF Days
Smarter SMSF logo white
  • About
  • Documents
  • Training
  • Blog
  • Events
  • Login

Contact Us

1300 95 94 76

team@smartersmsf.com

Address

Suite 4, Level 7, 350 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
  • About
    • About us
    • About our docs
    • Sign up to news
  • Membership
    • Document subscriptions
      • Create25
      • Create50
      • Create100
      • Create250
      • CreatePlus+
    • CPD subscriptions
      • CPD Quarterly
      • CPD Regular
      • CPD Business
      • CPD & Support
    • 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 Training
    • About our CPD
    • SMSF Day 2025
    • All events
    • Courses
      • SMSF essentials course
      • SMSF foundations course
  • Blog
  • Shop
  • Login
    • Platform Login
    • PAYG Sign Up
    • My Subscriptions
  • Contact