There’s a growing importance and complexity that comes with SMSF pension documents. For many practitioners, there’s a continued reliance on your SMSF software to prepare pension documents, which raises a number of risks and important considerations. You can watch this recent webinar, where Aaron Dunn unpacks many of the issues in comparing standard SMSF…
What topics are likely to shape the SMSF sector in the coming year? How are these likely to impact our SMSF clients? and what action should we be looking to take? These are all questions for practitioners working with SMSF clients in 2023… In one of our most popular webinars each year, leading SMSF…
At Smarter SMSF, we know that maintaining your currency of knowledge with SMSFs is the biggest challenge confronting practitioners today. In this webinar, Aaron Dunn & David Davine from Smarter SMSF will share details of the various ways in which practitioners can access accredited CPD hours through a combination of live webinars, webinar recordings,…
SMSF investment strategies remain an ongoing focus of the regulator to ensure compliance with the requirements set out in SIS Regulation 4.09. This upcoming session, we explored the current state of play, including: the requirements for an SMSF investment strategy within the SIS Regulations and meeting auditor expectations the ATO’s current views in respect…
There’s a growing importance and complexity that comes with SMSF pension documents. For many practitioners, there’s a continued reliance on your SMSF software to prepare pension documents, which raises a number of risks and important considerations. In this webinar, we unpack many of these issues in comparing standard SMSF software templates to the newly updated…
