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SMSF Adviser Show – Auditor Independence

Audit, Compliance, PodcastBy Aaron DunnOctober 1, 2020Leave a comment

In conjunction with SMSF Adviser, CEO of Smarter SMSF – Aaron Dunn co-hosts the new fortnightly SMSF Adviser Show with editor, Miranda Brownlee to take a look at what is making news and driving discussion across the SMSF sector.   Episode #1 – Auditor Independence In this episode, Aaron and Miranda are joined by ATO…

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Meet the speaker – Rebecca Oakes, Act2 Solutions

smsf day, Training & EventsBy Aaron DunnSeptember 30, 2020Leave a comment

We are lucky to have such an amazing line up of expert speakers for this year’s SMSF Virtual Day 2020 event, hosted by Smarter SMSF on Thursday, 12 November 2020. In the next of our ‘meet the speaker’ sessions, Aaron Dunn is joined by Rebecca Oakes, Technical Manager at Act2 Solutions to discuss details of…

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Webinar – Building an investment strategy

Compliance, Investments, WebinarBy Aaron DunnSeptember 28, 2020Leave a comment

The topic of SMSF investment strategies remains at the forefront of both trustees and practitioners – we know this because approx. 23% of all documents ordered this year on the Smarter SMSF platform have been investment strategies, addressing key deficiencies in fund documents that need to satisfy an increased focus by auditors acting as the…

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10 reasons to attend the SMSF Virtual Day 2020

smsf day, Training & EventsBy Aaron DunnSeptember 20, 2020Leave a comment

The SMSF Virtual Day 2020 is the fifth version of our SMSF technical day and is shaping up to be our most exciting one yet.  Whilst we ordinarily enjoy the opportunity to travel and conduct these event face-to-face around Australia, the entire team at Smarter SMSF is putting together a virtual event that will ensure…

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Meet the speaker – Shelley Banton, ASF Audits

smsf day, Training & EventsBy Aaron DunnSeptember 20, 20201 Comment

We have a great line up of expert speakers for the SMSF Virtual Day 2020 event, hosted by Smarter SMSF on Thursday, 12 November 2020. In the first of our ‘meet the speaker’ sessions, Aaron Dunn is joined by Shelley Banton, Head of Education at ASF Audits to discuss some key insights into her upcoming…

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      • Create25
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    • Book a Demo
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    • 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
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      • Integrations Week
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      • Smarter Legal Review
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    • PAYG sign up
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