Over the past 12-18 months we have seen a heightened level of interest in SMSF establishment as more individuals take a greater interest in the decision making and control of their retirement savings. This has been reflected in the number of orders through our Smarter SMSF platform too, but one area of frustration has been…
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On 30 August 2021, Daniel Tramontana (BGL) was joined by Aaron Dunn to discuss how the integration works between Smarter SMSF and Simple Fund 360 to order from our listed of specialist SMSF documents. This 60 minute webinar explored: Who is Smarter SMSF? A live integration demonstration Q&A about the integration, SMSF documents and subscription…
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In the first webinar of our Smarter thinkers series, we explore the risks and costs of building your own SMSF templates. Within the SMSF landscape, there is a recognised ‘gap’ in ready made compliance documents to support a number of strategies and issues. For many firms, this requires specialist knowledge to develop your own…
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As various states and territories continue to navigate their way out of the pandemic, it was becoming abundantly clear for the Regulator to extend the relief for a number of SMSF COVID-19 relief measures that were previously granted for the 2019-20 and 2020-21 financial years. We have now seen the ATO publish an update confirming…
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The Government has released an exposure draft for the introduction of a retirement income covenant within the SIS Act from 1 July 2022, with SMSFs a notable absentee. This is a distinct change from the position paper that was subject to consultation over the past couple of months which was clear that the covenant would…
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