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Smart people stick together – 2020 in review

News, UpdatesBy Aaron DunnDecember 23, 2020Leave a comment

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 prevails with SMSF financial reporting

Compliance, UpdatesBy Aaron DunnDecember 15, 2020Leave a comment

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…

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…

Over 20 documents and growing

Documents, UpdatesBy Aaron DunnAugust 7, 2020Leave a comment

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,…

Recording – What’s ahead for SMSFs in 2020-21?

COVID-19, News, Updates, WebinarBy Aaron DunnJuly 24, 2020Leave a comment

  There are many important issues and considerations for SMSFs in the current economic landscape and we were fortunate that CEO, Aaron Dunn was joined by the ATO’s Acting Assistant Commissioner for SMSFs, Steve Keating to discuss what’s ahead for SMSFs in 2020-21.   Topics covered In this live event, Aaron explores the following topics…

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Recent Posts
  • Government to fix commutation rules for market linked pensions
  • Smart people stick together – 2020 in review
  • Legislative stock take at the end of 2020
  • Common sense prevails with SMSF financial reporting
  • Podcast – the future landscape for retirement income
  • Launch of SMSF foundations course
  • How the best financial interest duty reforms impact SMSFs
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