As we know, the General Transfer Balance Cap (GTBC) was introduced from 1 July 2017, originally set at $1.6 million, and is a cap on the how much can be transferred to a retirement phase pension for a member. It is also the threshold for determining eligibility for various contribution measures. The cap is indexed…
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We explored the latest features, documents and updates across the Smarter SMSF platform. It provides members and general users of the Smarter SMSF platform with an opportunity to see a demonstration of the work conducted by the team over the past 3 months. In our July 2023 update, we explore a range of changes…
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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. Learn more about why firms have become document subscribers and how…
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The SMSF Foundations Course built by Smarter SMSF is designed to provide students with fundamental knowledge regarding the operation and management of self-managed super funds. In this webinar, both Aaron & Tim provide an important update to the existing course and share valuable insights into the future direction of Smarter SMSF”s courses. Watch this webinar…
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In this webinar, Aaron Dunn from Smarter SMSF explores the various risks and opportunities in paying pensions from a SMSF, including: the current state of play with SMSF pensions understanding how you currently prepare pension documents, including the risks of using SMSF software documentation Demonstrating the Smarter SMSF pension documents, including the use of…
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