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    • Sign up to news
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  • Membership
    • Packages
      • Create25
      • Create50
      • Create100
      • Create250
      • CreatePlus+
    • BGL documents
    • Learn (Training)
      • CPD Quarterly
      • CPD Regular
      • CPD Business
      • CPD & Support
    • Success Stories
      • Shape Super
      • NorthCorp Accounting
      • Robertson and Greenwood
  • 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
    • Full Document List
    • Document Calculator
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      • BGL
      • CLASS Super
      • SuperMate
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The buzz of the SMSF Association National Conference 2023

Training & EventsBy Aaron DunnFebruary 28, 2023Leave a comment

It was fantastic to again be a part of the SMSF Association National Conference, back in Melbourne with over 1300 attendees. As a business, we are fortunate to not only exhibit at the event, but had both CEO, Aaron Dunn and new SMSF Technical & Education Manager, Tim Miller both presenting. At this year’s conference,…

A smarter range of CPD solutions – Webinar-2022-11

Compliance, Training & Events, WebinarBy Aaron DunnDecember 1, 2022Leave a comment

  At Smarter SMSF, we know that maintaining your currency of knowledge with SMSFs is the biggest challenge confronting practitioners today. In this webinar, Aaron Dunn & David Davine from Smarter SMSF will share details of the various ways in which practitioners can access accredited CPD hours through a combination of live webinars, webinar recordings,…

Smarter integration with your BGL software

Training & Events, WebinarBy Aaron DunnSeptember 23, 2022Leave a comment

In our recently held webinar, we explored the Smarter SMSF integration with BGL’s Simple Fund 360 software.  In this recording you can watch more about:         A description of the integration functionality of both software         Accessing the Smarter SMSF knowledge base and support materials        …

Smarter integration with your Class software

Training & Events, WebinarBy Aaron DunnSeptember 15, 2022Leave a comment

In this webinar, we explored the Smarter SMSF Document Platform including: The knowledge base and support materials How to create, save and find a document order A description and background of the Smarter SMSF Document Platform A demonstration of the integration functionality of the software

A wrap of the SMSF Days 2022

smsf day, Training & EventsBy Aaron DunnAugust 5, 2022Leave a comment

Like many, the SMSF Day events over the past few years moved to a virtual event whilst we navigated through the COVID-19 pandemic period.  There were many benefits to delivering online and throughout this period we’ve had great support in delivering education online.  However, there’s nothing quite like that face-to-face interaction that is a hallmark…

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