At Smarter SMSF, we take the security of our systems and privacy of your personal information very seriously. As a result, we are implementing further steps to ensure processes are in place to make sure your data and online transactions with us are secure and safe. In line with the ATO’s Digital Service Provider (DSP) Operational…
With the Australian Taxation Office (ATO) having recently published updated guidance on their expectations regarding compliance with SIS Regulation 4.09, we have made a small, but important additional feature for users in preparing an SMSF investment strategy report on the Smarter SMSF platform. From this ATO guidance, we have added two additional features now allowing…
Having built up a substantial amount of content over the years of providing continuing professional development or CPD training and support to thousands of professionals working within the SMSF sector, the team at Smarter SMSF has a significant amount of content including checklists, workbooks, flow charts and more for our members to access to keep…
As the list of legal, pension and compliance documents on the Smarter SMSF platform continues to grow, the navigation to search and create documents for members needed a smarter way to outline the description of available documents, pricing (for PAYG purposes), the documents that are available within our various subscriptions and also through the ongoing…
We’ve had plenty of requests from members about adding the Box.com integration that will allow you to automatically upload your completed document straight into your box account. We know from Box, you collaborate with your clients to share these files, including using digital signing as well. To help understand how this integration works, Aaron has…
