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      • 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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      • SuperMate
      • Integrations Week
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A wrap of the SMSF Days 2022

smsf day, Training & EventsBy Aaron DunnAugust 5, 2022Leave a comment

Like many, the SMSF Day events over the past few years moved to a virtual event whilst we navigated through the COVID-19 pandemic period.  There were many benefits to delivering online and throughout this period we’ve had great support in delivering education online.  However, there’s nothing quite like that face-to-face interaction that is a hallmark…

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Risks and costs of your own SMSF templates, August 2022

Compliance, WebinarBy Aaron DunnAugust 15, 2022Leave a comment

In this webinar, we examined the following: What are the risks in your own SMSF templates The cost-benefit trade-off The role of technology to drive efficiencies How Smarter SMSF is bridging the ‘gap’ to support practitioners

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Benefits of a Smarter SMSF Document subscription package

Documents, WebinarBy Aaron DunnAugust 16, 2022Leave a comment

 Find out why a growing number of firms had made the switch to a document subscription with Smarter SMSF. This webinar forms part of our regular series of webinars that connects the technical elements of SMSFs to the practical issues within your practice. Watch as Aaron shares insights into two specific journeys firms usually take…

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About the SMSF Day 2022 Online Course

smsf day, WebinarBy Aaron DunnSeptember 2, 2022Leave a comment

SMSF DAY 2022 ONLINE COURSE After the success of our smarter smsf technical training days around Australia, these sessions are now available as an online course. Smart people learn together… It has been fantastic to get back on the road, delivering a hugely successful national roadshow of SMSF training days around Australia to over 170…

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Smarter integration with your Class software

Training & Events, WebinarBy Aaron DunnSeptember 15, 2022Leave a comment

In this webinar, we explored the Smarter SMSF Document Platform including: The knowledge base and support materials How to create, save and find a document order A description and background of the Smarter SMSF Document Platform A demonstration of the integration functionality of the software

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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
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