Given the pace of change and activity within the superannuation industry, it is easy to forget that whilst in opposition the Labor party has already placed a stake in the ground regarding changes to superannuation policy that will occur should they take Government in May this year. In recent times we’ve seen political jockeying…
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Having resisted the temptation for much of the past 12 months, the voice of our members grew over this time in their request to add a discretionary (family) trust document into the Smarter platform. Well, having embarked on this process over the past couple of months, we are now excited to announce that release of…
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Wow! With nearly 600 registrations and the ‘full house’ sign up, we had a fantastic response to our first webinar of the year on Aaron’s ‘top 9 things you need to know for 2019’. As we again face a period of uncertainty across the political landscape and in response to outcomes from the Financial Services…
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Have you ever come across a SMSF client where the pension documentation is either lost, missing or insufficient? I’m sure you have, especially when clients switch from a former accountant or administrator to you. It’s probably not because the dog ate them, but rather So, how do you technically and practically deal with this situation? In…
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As the list of legal, pension and compliance documents on the Smarter SMSF platform continues to grow, the navigation to search and create documents for members needed a smarter way to outline the description of available documents, pricing (for PAYG purposes), the documents that are available within our various subscriptions and also through the ongoing…
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