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  • Membership
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      • Create25
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      • CPD Regular
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    • 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
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Wrap up of SMSF Annual Compliance Masterclass

Compliance, Training & EventsBy Aaron DunnSeptember 2, 2023Leave a comment

The SMSF Annual Compliance Masterclass was Smarter SMSF’s first three (3) hour online masterclass event for the financial year, co-hosted by Tim Miller and Aaron Dunn.  This masterclass is part of a series throughout 2023-24 that utilises our comprehensive case study on the Malthouse family and the Little Brewers Super Fund. You can download the…

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Risks & opportunities of SMSF pensions

Updates, WebinarBy Aaron DunnAugust 25, 2023Leave a comment

 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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SMSF foundations course update – July 2023

Updates, WebinarBy Aaron DunnJuly 27, 2023Leave a comment

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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Benefits of a document subscription

Updates, WebinarBy Aaron DunnJuly 19, 2023Leave 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. Learn more about why firms have become document subscribers and how…

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Smarter SMSF Update – July 2023

Updates, WebinarBy Aaron DunnJuly 12, 2023Leave a comment

 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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