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Smarter SMSFSmarter SMSF
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Smarter SMSF updates from 1 July 2024

Compliance, Legal, Updates, WebinarBy Aaron DunnJuly 8, 2024Leave a comment

Happy new financial year… At this time each year, the Smarter SMSF team implements a range of changes across the platform, including to a number of order forms and generated document templates.  Whilst it might not look like much from the outside, making these updates and changes ensure that templates remain up-to-date to allow you…

ASIC fees from 1 July 2024

Compliance, Fund establishmentBy Aaron DunnJune 11, 20241 Comment

Please note that the ASIC fees for a company incorporation have increased by $21 from 1 July 2024 (CPI). Company Fees 2023-24 From 1 July 2024 Application for registration as an Australian Company (proprietary company that has share capital) $576 $597   Revised fees In addition to the ASIC fee increase, our API partner (Infotrack)…

Episode 27 – The ATO’s focus on market valuations

ComplianceBy Aaron DunnApril 2, 2024Leave a comment

   In a landscape where the Australian Taxation Office (ATO) is enhancing its focus on the compliance of Self-Managed Super Funds (SMSFs) with market valuation requirements,  in this week’s edition of Feeling Smarter, Aaron Dunn and Tim Miller delve into the intricacies of this compliance issue, providing a comprehensive understanding and actionable advice for…

Episode 23: Optimising the SMSF journey

Compliance, Fund establishmentBy Aaron DunnMarch 1, 2024Leave a comment

 In the latest episode of “Feeling Smarter,” a weekly video series by Smarter SMSF, hosts Aaron Dunn and Tim Miller unpack the intricacies of Self-Managed Super Funds (SMSFs) following Aaron’s session at the SMSF Association National Conference.  This blog serves as a reminder of  the issues that may restrict fund trustees from optimising their…

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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  • About
    • About us
    • About our docs
    • Sign up to news
  • Membership
    • Document subscriptions
      • Create25
      • Create50
      • Create100
      • Create250
      • CreatePlus+
    • CPD subscriptions
      • CPD Quarterly
      • CPD Regular
      • CPD Business
      • CPD & Support
    • Support
    • Book a Demo
  • Documents
    • Smarter documents
      • Platform features
    • 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
    • Legacy Pension Conversions
    • Legal
      • Smarter Legal Review
      • Smarter Legal Week
    • PAYG sign up
  • CPD Training
    • About our CPD
    • SMSF Day 2025
    • All events
    • Courses
      • SMSF essentials course
      • SMSF foundations course
  • Blog
  • Shop
  • Login
    • Platform Login
    • PAYG Sign Up
    • My Subscriptions
  • Contact