We are excited to release the new CSV import function on the new Smarter SMSF platform to complete various document orders from data that you have either exported from an external software system (e.g. Xero, xplan) or used the smarter .csv template to populated manually. The CSV import allows you to add client data to…
We are super excited to release one of our most requested features on the Smarter SMSF platform – a new ABN/TFN integration that members (and PAYG users) can complete from a new SMSF completed order. This new feature will save users a significant amount of time in the registration process when compared to completing this…
Smarter SMSF is excited to announce the launch of our integration with SuperMate, which will allow users of the specialist SMSF administration software to be able to order documents from the Smarter platform. Through the API, users can now seamlessly order documents, including SMSF deed upgrades, pension commencement documentation, and investment strategies. The functionality…
