On 30 August 2021, Daniel Tramontana (BGL) was joined by Aaron Dunn to discuss how the integration works between Smarter SMSF and Simple Fund 360 to order from our listed of specialist SMSF documents. This 60 minute webinar explored: Who is Smarter SMSF? A live integration demonstration Q&A about the integration, SMSF documents and subscription…
In mid-February 2021, we saw the Treasurer, Josh Frydenberg announce an extension to the temporary relief measure relating to virtual AGMs and the signing & sending electronic documents. This Determination authorised by statute, currently provided relief until 21 March 2021 – the extension intended to grant relief through to 15 September 2021, providing the Government…
As we close what has been a year one like no other, we’ve seen a number of key measures finalised and become law throughout 2020. However, we’ve equally seen a range of announced measures that remain outstanding as we move towards 2021. The following table below provides a legislative stock take of the items impacting…
Investment strategies continue to remain a key focus area for the SMSF industry, in particular following the ATO’s updated guidance earlier in 2020. We’ve had a growing number of requests from our members and PAYG users of the Smarter SMSF platform about the requests from auditors to provide further evidence of the diversification requirement where…
The most recent BGL sprint release saw the number of Smarter SMSF documents now available within BGL’s Simple Fund 360 grow to more than 20 documents. Over recent months, the Smarter SMSF development team has aligned the release of documents with the BGL product team to ensure timely release of SMSF documents for use. Importantly,…
