The have been a number of important changes from July 2021, from the increase in allowable SMSF members from 4 to 6, through to indexation of contribution caps and the transfer balance cap. As a result, the team at Smarter SMSF has been working on a number of amendments and updates to fund documents and…
This time of year is always worth reflecting on what the team at Smarter SMSF has been able to achieve, and without question 2020 will be remembered in more ways than one. With the team having moved to working from home (WFH) in late March 2020, the achievements this year have been even more remarkable. …
Common sense has prevailed with the scrapping by Treasury of the proposed changes to require financial reporting of SMSFs to be completed 45 days prior to the SMSF Annual Return. In our previous blog post, ‘proposing to move the goal posts for SMSF financials’ I wrote about the impact of these proposed measures and the…
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…
The most recent BGL sprint release saw the number of Smarter SMSF documents now available within BGL’s Simple Fund 360 grow to more than 20 documents. Over recent months, the Smarter SMSF development team has aligned the release of documents with the BGL product team to ensure timely release of SMSF documents for use. Importantly,…