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…
Aaron Dunn helps attendees to understand many of the important aspects in a fund’s trust deed. Not all SMSF deeds are the same, therefore it is important that as a practitioner you can identify potential issues to ensure compliance with the superannuation and tax laws in addition to helping manage client risks. In this webinar,…
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…
