Skip to content
Smarter SMSF
What the best practitioners use
Smarter SMSFSmarter SMSF

1300 95 94 76

My Cart Contact

  • About
    • About us
    • About our docs
    • Sign up to news
  • Membership
    • Document subscriptions
      • Create25
      • Create50
      • Create100
      • Create250
      • CreatePlus+
    • CPD subscriptions
      • CPD Quarterly
      • CPD Regular
      • CPD Business
      • CPD & Support
    • Support
    • Book a Demo
  • Documents
    • Smarter documents
      • Platform features
    • Popular documents
      • Company Incorp Special Purpose
      • SMSF Establishment / New SMSF
      • SMSF Trust Deed
      • SMSF Change of Trustee
      • SMSF Investment Strategy
      • Binding DBN
      • Non-binding DBN
      • Pension Commencement
      • Partial Commutation – Cash
      • Lump Sum Payment SMSF
      • Rollback of Pension
      • TRIS to Retirement Phase
      • Limited Recourse Borrowing
    • Full Document List
    • Integrations
      • BGL
      • CLASS Super
      • SuperMate
      • Integrations Week
    • Legacy Pension Conversions
    • Legal
      • Smarter Legal Review
      • Smarter Legal Week
    • PAYG sign up
  • CPD Training
    • About our CPD
    • SMSF Day 2025
    • All events
    • Courses
      • SMSF essentials course
      • SMSF foundations course
  • Blog
  • Shop
  • Login
    • Platform Login
    • PAYG Sign Up
    • My Subscriptions
  • Contact

1300 95 94 76

My Cart Contact

Smarter SMSFSmarter SMSF
  • About
    • About us
    • About our docs
    • Sign up to news
  • Membership
    • Document subscriptions
      • Create25
      • Create50
      • Create100
      • Create250
      • CreatePlus+
    • CPD subscriptions
      • CPD Quarterly
      • CPD Regular
      • CPD Business
      • CPD & Support
    • Support
    • Book a Demo
  • Documents
    • Smarter documents
      • Platform features
    • Popular documents
      • Company Incorp Special Purpose
      • SMSF Establishment / New SMSF
      • SMSF Trust Deed
      • SMSF Change of Trustee
      • SMSF Investment Strategy
      • Binding DBN
      • Non-binding DBN
      • Pension Commencement
      • Partial Commutation – Cash
      • Lump Sum Payment SMSF
      • Rollback of Pension
      • TRIS to Retirement Phase
      • Limited Recourse Borrowing
    • Full Document List
    • Integrations
      • BGL
      • CLASS Super
      • SuperMate
      • Integrations Week
    • Legacy Pension Conversions
    • Legal
      • Smarter Legal Review
      • Smarter Legal Week
    • PAYG sign up
  • CPD Training
    • About our CPD
    • SMSF Day 2025
    • All events
    • Courses
      • SMSF essentials course
      • SMSF foundations course
  • Blog
  • Shop
  • Login
    • Platform Login
    • PAYG Sign Up
    • My Subscriptions
  • Contact

1300 95 94 76

My Cart Contact

Government release draft measures on ECPI changes

Federal Budget, Income StreamsBy Aaron DunnMay 26, 2021Leave a comment

It’s been long awaited, but Treasury has finally released for consultation an exposure draft that proposes to effect two changes in respect to the exempt current pension income (ECPI) rules for the 2021-22 financial year: Removing the current unnecessary requirement to obtain an actuarial certificate to determine ECPI where 100% of the fund’s assets are…

Webinar: How did SMSFs fare in the Federal Budget

Contributions, Federal Budget, Government, Income StreamsBy Aaron DunnMay 15, 2021Leave a comment

In our wrap-up blog post, ‘how SMSFs fared in the Federal Budget 2021‘ we explored the various measures announced by the Federal Treasurer that impact superannuation and SMSFs. As a follow-up, Smarter SMSF hosted a webinar on these proposed budget measures on Friday, 14 May 2021. You can watch the recording of this session below:…

How SMSFs fared in the Federal Budget 2021

Contributions, Federal Budget, Income StreamsBy Aaron DunnMay 12, 20211 Comment

Over the past few years, the Federal Budget has remained relatively quiet on the superannuation (and SMSFs) front, mostly due to the Government’s election commitment to not tinker further with super. In this budget, we have seen the Government announce a number of proposed super measures – importantly, all positive that create greater flexibility with…

Legislative stock take at the end of 2020

Compliance, Contributions, Documents, Federal Budget, GovernmentBy Aaron DunnDecember 22, 2020Leave a comment

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…

Commutation reporting for Market Linked Pensions

Federal Budget, Income StreamsBy Aaron DunnSeptember 3, 2020Leave a comment

In June 2020, we saw the Federal Government finalise legislative fixes to anomalies dating back to the super reform measures that commenced on 1 July 2017.  These legislative adjustments included fixing the debit value that arises when a non-commutable, life expectancy or market linked income stream that is also a capped defined benefit income stream…

←1
2
…345678→
Smarter SMSF logo white
  • About
  • Documents
  • Training
  • Blog
  • Events
  • Login

Contact Us

1300 95 94 76

team@smartersmsf.com

Address

Suite 4, Level 7, 350 Collins St,
Melbourne VIC 3000

PO Box 25, Flinders Lane, VIC 8009

© SMARTER SMSF PTY LTD 2023. All rights reserved. ABN 40623209021
The use of this website is subject to our Conditions of Use and Privacy Policy

All prices are in Australian Dollars. Prices are subject to change without notice.

Go to Top
advanced-floating-content-close-btn
1300 95 94 76
Make An Enquiry
  • About
    • About us
    • About our docs
    • Sign up to news
  • Membership
    • Document subscriptions
      • Create25
      • Create50
      • Create100
      • Create250
      • CreatePlus+
    • CPD subscriptions
      • CPD Quarterly
      • CPD Regular
      • CPD Business
      • CPD & Support
    • Support
    • Book a Demo
  • Documents
    • Smarter documents
      • Platform features
    • Popular documents
      • Company Incorp Special Purpose
      • SMSF Establishment / New SMSF
      • SMSF Trust Deed
      • SMSF Change of Trustee
      • SMSF Investment Strategy
      • Binding DBN
      • Non-binding DBN
      • Pension Commencement
      • Partial Commutation – Cash
      • Lump Sum Payment SMSF
      • Rollback of Pension
      • TRIS to Retirement Phase
      • Limited Recourse Borrowing
    • Full Document List
    • Integrations
      • BGL
      • CLASS Super
      • SuperMate
      • Integrations Week
    • Legacy Pension Conversions
    • Legal
      • Smarter Legal Review
      • Smarter Legal Week
    • PAYG sign up
  • CPD Training
    • About our CPD
    • SMSF Day 2025
    • All events
    • Courses
      • SMSF essentials course
      • SMSF foundations course
  • Blog
  • Shop
  • Login
    • Platform Login
    • PAYG Sign Up
    • My Subscriptions
  • Contact