On 30 August 2021, Daniel Tramontana (BGL) was joined by Aaron Dunn to discuss how the integration works between Smarter SMSF and Simple Fund 360 to order from our listed of specialist SMSF documents. This 60 minute webinar explored: Who is Smarter SMSF? A live integration demonstration Q&A about the integration, SMSF documents and subscription…
Investment strategies have been a topic of significant importance within the SMSF sector over the past few years. There has been a much higher expectation being imposed on trustees by the Australian Taxation Office (ATO) and fund auditors to demonstrate how trustees have adequately considered all of the requirements of an investment strategy…
Aaron Dunn helps attendees to understand many of the important aspects in a fund’s trust deed. Not all SMSF deeds are the same, therefore it is important that as a practitioner you can identify potential issues to ensure compliance with the superannuation and tax laws in addition to helping manage client risks. In this webinar,…
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…
It was great to kick-off our training for 2021, with CEO, Aaron Dunn sharing his top 5 key insights that practitioners need to be turning their heads to throughout 2021. After a tumultuous 2020, there remains a number of unresolved technical items impacting the SMSF sector, in addition to a number of areas of significant…
