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      • Create25
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  • Documents
    • 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
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Risks in managing SMSF pensions
Compliance, Income Streams, Training & EventsBy Aaron DunnMarch 2, 2022Leave a comment

    There is a growing importance in the effectiveness of SMSF pension documentation.  Historically there may have been a ‘gap’ in the provision of various SMSF compliance documents, and a somewhat heavy reliance on SMSF software providers to support practitioners with these templates. In recent times we have seen expectations of fund documentation increase…

Launch of SMSF foundations course
News, Training & Events, Updates, WebinarBy Aaron DunnDecember 8, 2020Leave a comment

As we approach the end of a challenging 2020, it is with great excitement to announce the launch of the SMSF foundations course, built by Smarter SMSF to help professionals grow their SMSF knowledge. The project started over a year ago in discussions with TOA Global Founder, Nick Sinclair about building a course to support…

Meet the speaker – Rebecca Oakes, Act2 Solutions
smsf day, Training & EventsBy Aaron DunnSeptember 30, 2020Leave a comment

We are lucky to have such an amazing line up of expert speakers for this year’s SMSF Virtual Day 2020 event, hosted by Smarter SMSF on Thursday, 12 November 2020. In the next of our ‘meet the speaker’ sessions, Aaron Dunn is joined by Rebecca Oakes, Technical Manager at Act2 Solutions to discuss details of…

10 reasons to attend the SMSF Virtual Day 2020
smsf day, Training & EventsBy Aaron DunnSeptember 20, 2020Leave a comment

The SMSF Virtual Day 2020 is the fifth version of our SMSF technical day and is shaping up to be our most exciting one yet.  Whilst we ordinarily enjoy the opportunity to travel and conduct these event face-to-face around Australia, the entire team at Smarter SMSF is putting together a virtual event that will ensure…

Meet the speaker – Shelley Banton, ASF Audits
smsf day, Training & EventsBy Aaron DunnSeptember 20, 20201 Comment

We have a great line up of expert speakers for the SMSF Virtual Day 2020 event, hosted by Smarter SMSF on Thursday, 12 November 2020. In the first of our ‘meet the speaker’ sessions, Aaron Dunn is joined by Shelley Banton, Head of Education at ASF Audits to discuss some key insights into her upcoming…

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