Aaron Dunn explored the benefits of the Smarter SMSF trust deed. The session will explore: How decision making operates within the deed and constitution Why the deed allows you to create Special Rules of the Fund Why it is important to regularly manage and update the fund’s governing rules The impact of the 1 July…
The 2022 year is shaping as an interesting one, with a federal election ahead (May 2022) playing an important part of the future superannuation landscape. Whilst much of the focus will be on whether a new government is formed, there are plenty of opportunities ahead with the SMSF sector. To understand some of these opportunities,…
The SMSF Foundations Course built by Smarter SMSF is designed to provide students with fundamental knowledge regarding the operation and management of self-managed super funds. It provides you with a core understanding of the superannuation laws, along with the regulatory requirements that apply to SMSFs, building a foundation for you to successfully undertake your work…
Where we explore the use of the Class integration to order your SMSF documents from within the Smarter SMSF platform. In this demo, we will be exploring: How to connect your Class account in the Smarter SMSF platform How the Class integration works to populate information to order documents How the one-click new SMSF works…
Where we explore the use of BGL’s integration with Simple Fund 360 and CAS 360 to order your SMSF documents from within the Smarter SMSF platform. In this demo, we will be exploring: How to connect your BGL accounts in the Smarter SMSF platform How you can connect to Smarter SMSF from within Simple Fund…
