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

5 ways to be practice ready in 2020

ebook, Training & Events, WebinarBy Aaron DunnJanuary 29, 2020Leave a comment

It’s always one of our biggest webinars of the year, and this one certainly didn’t disappoint. We had such a great turnout for our ‘5 ways to be practice ready in 2020’ webinar, where Aaron went through: the biggest issues expected to impact SMSFs in 2020; How you need to respond to these with your…

Details

Is our vision for SMSFs right?

Future of SMSF, GovernmentBy Aaron DunnJanuary 23, 2020Leave a comment

As part of the Super System final report delivered a decade ago (yes, 30 June 2010), the panel in their recommendation to Government articulated a vision and a number of policy principles that should apply to the super system as a whole, but also specifically to the SMSF sector.  In addition, the panel identified that…

Details

A reflection on 2019

UpdatesBy Aaron DunnDecember 16, 2019Leave a comment

This time of year is always one of reflection; to contemplate where we started, where we wanted to go and whether we actually got there.  Ideas at the start of the year always sound good, but what is it that we actually achieved that we can be proud of as we come towards the close…

Details

All I want for Christmas

Federal Budget, GovernmentBy Aaron DunnDecember 15, 2019Leave a comment

It has certainly been a year of two halves for the SMSF sector…  Up until the Federal election in May, the focus of the SMSF industry was around the potential impact of Labor’s proposed super measures, in particular the inequitable reforms to franking credits which specifically targeted SMSFs. With Labor snatching defeat from the jaws…

Details

Why 0 – 100% asset ranges are not an acceptable investment strategy

ComplianceBy Aaron DunnDecember 4, 2019Leave a comment

Commentary recently by ATO assistant commissioner Dana Fleming that SMSF investment strategy documentation with ranges of 0 – 100% are not acceptable certainly sparked a significant response from within the industry with some arguing that the Regulator over-stepped their mark in respect to decisions being made by trustees. Well, in this article I want to…

Details
←1
2345678910111213141516171819202122232425262728293031323334353637
…3839404142…
43444546474849505152535455565758596061626364
65→

Why Smarter

Sign up for Documents

Sign up for Training

Upcoming Events

How to fast track your team’s SMSF education

20-05-2025
Online Event
Product Demo
#Free

Steps in winding up a SMSF

29-05-2025
Online Event
Webinar
#Free

SMSF masterclass – dealing with super death benefits

18-06-2025
Online Event
Virtual events
#Paid
Cart

No products in the cart.

Sign up to our news & events
 
Recent Posts
  • 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
  • A christmas gift for legacy SMSF pensioners
  • Release of CSV import function
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