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Launching the SMSF Virtual Day 2020

Training & EventsBy Aaron DunnAugust 24, 2020Leave a comment

Having to postpone our SMSF Day 2020 events earlier this year in March/April, we remained hopeful that later in 2020 these events would be able to run around Australia.  However, stage 4 lockdown in Melbourne and many state borders remaining closed for some time has meant that the team at Smarter SMSF had to revert…

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Launching CPD Business to support your entire team

Training & Events, WebinarBy Aaron DunnApril 14, 2020Leave a comment

We understand the challenges currently confronting many team members who ordinarily have access to regular team training keeping them up-to-date on the latest SMSF topics, issues and strategies.  Whether this is done casually over a few pizzas at lunch time or more formally as a team, it is the ability for all team members to…

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Launch of SMSF foundations course

News, Training & Events, Updates, WebinarBy Aaron DunnDecember 8, 2020Leave a comment

As we approach the end of a challenging 2020, it is with great excitement to announce the launch of the SMSF foundations course, built by Smarter SMSF to help professionals grow their SMSF knowledge. The project started over a year ago in discussions with TOA Global Founder, Nick Sinclair about building a course to support…

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Create Comply – Launch of new product for unlicensed accountants

News, WebinarBy Aaron DunnDecember 10, 20182 Comments

A solution for unlicensed accountants around the common conversations you have with your SMSF clients.   You can watch the webinar recording by Aaron Dunn, CEO of Smarter SMSF held on 10 December 2018, where he launches and demonstrates the new Create Comply product provided by Smarter SMSF, which has been built in conjunction with Licensing…

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Labor moves on changing the tax break for large super balances

Federal Budget, GovernmentBy Aaron DunnMarch 1, 20232 Comments

The decision by Labor to announce a change to tax concessions within super was hardly a surprise, and so was the mechanism they propose to deliver this outcome.  A hard cap of $3 million was never going to work, so the only logical step was to introduce a higher earnings tax on member benefits above…

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Recent Posts
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      • Create25
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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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      • BGL
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      • Integrations Week
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