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Leveraging the Class integration for SMSF document orders

WebinarBy Aaron DunnDecember 2, 2021Leave a comment

Where we explore the use of the Class integration to order your SMSF documents from within the Smarter SMSF platform. In this demo, we will be exploring: How to connect your Class account in the Smarter SMSF platform How the Class integration works to populate information to order documents How the one-click new SMSF works…

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Leveraging the BGL integration for SMSF document orders

Documents, WebinarBy Aaron DunnDecember 2, 2021Leave a comment

Where we explore the use of BGL’s integration with Simple Fund 360 and CAS 360 to order your SMSF documents from within the Smarter SMSF platform. In this demo, we will be exploring: How to connect your BGL accounts in the Smarter SMSF platform How you can connect to Smarter SMSF from within Simple Fund…

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Lessons from Marsella

Estate Planning, WebinarBy Chris HillApril 23, 2020Leave a comment

UPCOMING WEBINAR Join us for a free webinar to explore implications of this decision with barrister, Bill Orow and lawyer, Chris Hill on Tuesday, 5 May 2020 at 11:00am AEST   The case of Marsella -v- Wareham (Marsella) was handed down by the Full Court of the Supreme Court of Victoria on 20 April last.…

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Legislative stock take at the end of 2020

Compliance, Contributions, Documents, Federal Budget, GovernmentBy Aaron DunnDecember 22, 2020Leave a comment

As we close what has been a year one like no other, we’ve seen a number of key measures finalised and become law throughout 2020.  However, we’ve equally seen a range of announced measures that remain outstanding as we move towards 2021. The following table below provides a legislative stock take of the items impacting…

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Launching the SMSF Virtual Day 2021

smsf dayBy Aaron DunnFebruary 7, 2021Leave a comment

 Like many things during 2020, our SMSF Day events around Australia were postponed due to COVID-19.  After a few months of deliberation about whether we would hold these events, it became clear that we needed to pivot to a virtual event. What followed in November last year was a hugely successful SMSF Virtual Day.  In…

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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
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  • 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
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  • Contact