It is with great excitement that we announce the appointment of Tim Miller to the newly created role of SMSF Technical & Education Manager, significantly expanding our CPD & education capabilities. “This is a significant appointment for Smarter SMSF and its members,” says CEO, Aaron Dunn. “Tim is well-known and highly respected for his views…
At Smarter SMSF, we take the security of our systems and privacy of your personal information very seriously. As a result, we are implementing further steps to ensure processes are in place to make sure your data and online transactions with us are secure and safe. In line with the ATO’s Digital Service Provider (DSP) Operational…
Since the introduction of the Smarter SMSF document packages, we have proudly focused on being a reliable, scalable, low-cost automated business that supports professionals in the SMSF sector. Having started out with a modest number of SMSF documents and CPD solutions, we have now grown to provide 70+ specialist SMSF documents and growing, in addition…
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. …
