The evolution of the SMSF Foundation course into the SMSF Essentials represents a strategic and forward-thinking response to the dynamic landscape of self-managed superannuation funds (SMSF) education. The decision to rebrand stems from a comprehensive assessment of the course’s effectiveness and its alignment with the needs of learners in the domain of SMSF. With…
SMSF investment strategies remain an ongoing focus of the annual compliance requirements, with many auditors and the regulator paying much closer attention to trustees adhering with the requirements set out in SIS Regulation 4.09. In this webinar recording, Aaron Dunn – CEO of Smarter SMSF explores the current state of play with SMSF investment…
The Smarter SMSF update provides a quarterly overview on the work from the team at Smarter SMSF, across both the document and education platforms. This update, recorded in October showcases the latest features, documents and CPD training – all designed to help our members and users to better utilise Smarter SMSF’s products within your…
Life’s curveballs can send trusteeship of a SMSF into a tailspin. Death, divorce, incapacity, or just a strategic switch – do you understand the changes required to remain a complying SMSF? The only constant in life is change, and SMSF trusteeship isn’t immune. In this webinar recording, we dive into the whirlwind of trusteeship…
In this webinar, Aaron Dunn from Smarter SMSF explores the various risks and opportunities in paying pensions from a SMSF, including: the current state of play with SMSF pensions understanding how you currently prepare pension documents, including the risks of using SMSF software documentation Demonstrating the Smarter SMSF pension documents, including the use of…
