On 1 July each year, the Smarter SMSF team implements a range of changes across the platform, including order forms and generated documents. Whilst it might not look like much from the outside, these changes are crucial to ensure that your orders remain current and up-to-date with the ever-changing super and tax laws. The following…
SMSF investment strategies remain an ongoing focus of the annual compliance requirements, with many auditors and the regulator paying much closer attention to trustees adhering with the requirements set out in SIS Regulation 4.09. In this webinar recording, Aaron Dunn – CEO of Smarter SMSF explores the current state of play with SMSF investment…
We’re making some changes to our PAYG document fees from 1 July 2023. We believe in transparency, so we want to let you know what’s changing and why it’s happening. Why is this happening? As part of our mission to help professionals cost-effectively deal with the complexities of SMSFs, we continue to add documents…
There’s a growing importance and complexity that comes with SMSF pension documents. For many practitioners, there’s a continued reliance on your SMSF software to prepare pension documents, which raises a number of risks and important considerations. You can watch this recent webinar, where Aaron Dunn unpacks many of the issues in comparing standard SMSF…
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. Watch as Aaron shares insights into two specific journeys firms usually take…
