It has become common practice for SMSFs to maintain the currency of the deed due to ongoing changes in the law or outcomes from relevant case law decisions. It is however important to distinguish the different activities with a fund’s deed and how they will be deemed as capital in nature or deductible. Trust deed…
We know that investment strategies have been one of the big topics within the SMSF industry over the past 6 months and will continue to be a significant part of the landscape in 2020. Over the past few months we have been working towards seamlessly integrating the preparation of Smarter SMSF’s investment strategy into Simple…
Simple + Smart Thank you to those who joined us for our latest update webinar on 27 November 2019 regarding the BGL Smarter SMSF document integration Update. In this session, Aaron Dunn was joined by Matt Crofts, Product Manager of Simple Fund 360 to look at: New SMSF ordering Ordering a special purpose trustee company,…
Having recently launched the ability to establish a new SMSF directly from within Simple Fund 360, we are pleased to advise that users can now order and incorporate a new special purpose trustee company. Referring to the ATO statistical data from 2017-18, more than 80% of new SMSFs are now established with a company as…
The advancements in technology and integrations have been a significant time-saver to help drive solutions for practitioners, but what if we could bring a seamless document solution right from within your SMSF software, built by Specialist SMSF Document Providers? After user feedback, this is now a reality… watch the webinar below, held on 3 September…