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Who does the NALI transitional compliance apply to?

Audit, Compliance, Investments, WebinarBy Aaron DunnOctober 20, 2019Leave a comment

The recent release of Law Companion Ruling, LCR 2019/D3 provided some important feedback regarding arrangements where trustees of a SMSF may be acting within an individual capacity and have non-arm’s length expenditure that will have a sufficient nexus with income derived by the fund for the non-arm’s length income (NALI) provisions to apply.  Where the…

Simple + Smart … ordering SMSF docs within Simple Fund

Documents, WebinarBy Aaron DunnSeptember 4, 2019Leave a comment

The advancements in technology and integrations have been a significant time-saver to help drive solutions for practitioners, but what if we could bring a seamless document solution right from within your SMSF software, built by Specialist SMSF Document Providers? After user feedback, this is now a reality… watch the webinar below, held on 3 September…

Webinar: Top 9 things you need to know for 2019

ebook, News, WebinarBy Aaron DunnJanuary 30, 20191 Comment

Wow! With nearly 600 registrations and the ‘full house’ sign up, we had a fantastic response to our first webinar of the year on Aaron’s ‘top 9 things you need to know for 2019’. As we again face a period of uncertainty across the political landscape and in response to outcomes from the Financial Services…

Create Comply – Launch of new product for unlicensed accountants

News, WebinarBy Aaron DunnDecember 10, 20182 Comments

A solution for unlicensed accountants around the common conversations you have with your SMSF clients.   You can watch the webinar recording by Aaron Dunn, CEO of Smarter SMSF held on 10 December 2018, where he launches and demonstrates the new Create Comply product provided by Smarter SMSF, which has been built in conjunction with Licensing…

Unlicensed Accountants in the current SMSF landscape

WebinarBy Aaron DunnJuly 24, 2018Leave a comment

Over the last six months we’ve been working closely together with our friends from Licensing for Accountants (L4A) to deliver a practical and compliant solution to help unlicensed accountants navigate their way through conversations with their SMSF clients. As we near the completion of our new product that supports unlicensed accountants, Aaron Dunn, CEO of Smarter…

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  • About
    • About us
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    • Document subscriptions
      • Create25
      • Create50
      • Create100
      • Create250
      • CreatePlus+
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      • CPD Quarterly
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      • CPD & Support
    • Support
    • Book a Demo
  • Documents
    • Smarter documents
      • Platform features
    • 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
    • Integrations
      • BGL
      • CLASS Super
      • SuperMate
      • Integrations Week
    • Legacy Pension Conversions
    • Legal
      • Smarter Legal Review
      • Smarter Legal Week
    • PAYG sign up
  • CPD Training
    • About our CPD
    • SMSF Day 2025
    • All events
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