We are excited to release the new CSV import function on the new Smarter SMSF platform to complete various document orders from data that you have either exported from an external software system (e.g. Xero, xplan) or used the smarter .csv template to populated manually. The CSV import allows you to add client data to…
Details
The recently released Exposure Draft of Treasury Laws Amendment Instrument 2024 – SMSFs – legacy retirement product conversions and reserves marks a significant shift in how legacy retirement products are managed within the self-managed superannuation fund (SMSF) sector. Specifically, the regulations relax commutation restrictions on certain superannuation income streams and allow for more flexible management…
Details
Happy new financial year… At this time each year, the Smarter SMSF team implements a range of changes across the platform, including to a number of order forms and generated document templates. Whilst it might not look like much from the outside, making these updates and changes ensure that templates remain up-to-date to allow you…
Details
Please note that the ASIC fees for a company incorporation have increased by $21 from 1 July 2024 (CPI). Company Fees 2023-24 From 1 July 2024 Application for registration as an Australian Company (proprietary company that has share capital) $576 $597 Revised fees In addition to the ASIC fee increase, our API partner (Infotrack)…
Details
The Labor Government as part of their election promise stated that it would not make any ‘major changes’ to superannuation in their first term of Government, other than to define what superannuation should exist for. The reality is that we have seen some key announcements by the Government, including the controversial proposal to introduce Division…
Details