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Watch Aaron’s top 5 insights to focus on for SMSFs in 2021

Compliance, Government, smsf day, WebinarBy Aaron DunnFebruary 5, 2021Leave a comment

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…

Launch of SMSF foundations course

News, Training & Events, Updates, WebinarBy Aaron DunnDecember 8, 2020Leave a comment

As we approach the end of a challenging 2020, it is with great excitement to announce the launch of the SMSF foundations course, built by Smarter SMSF to help professionals grow their SMSF knowledge. The project started over a year ago in discussions with TOA Global Founder, Nick Sinclair about building a course to support…

Webinar – Building an investment strategy

Compliance, Investments, WebinarBy Aaron DunnSeptember 28, 2020Leave a comment

The topic of SMSF investment strategies remains at the forefront of both trustees and practitioners – we know this because approx. 23% of all documents ordered this year on the Smarter SMSF platform have been investment strategies, addressing key deficiencies in fund documents that need to satisfy an increased focus by auditors acting as the…

Recording – What’s ahead for SMSFs in 2020-21?

COVID-19, News, Updates, WebinarBy Aaron DunnJuly 24, 2020Leave a comment

  There are many important issues and considerations for SMSFs in the current economic landscape and we were fortunate that CEO, Aaron Dunn was joined by the ATO’s Acting Assistant Commissioner for SMSFs, Steve Keating to discuss what’s ahead for SMSFs in 2020-21.   Topics covered In this live event, Aaron explores the following topics…

Lessons from Marsella

Estate Planning, WebinarBy Chris HillApril 23, 2020Leave a comment

UPCOMING WEBINAR Join us for a free webinar to explore implications of this decision with barrister, Bill Orow and lawyer, Chris Hill on Tuesday, 5 May 2020 at 11:00am AEST   The case of Marsella -v- Wareham (Marsella) was handed down by the Full Court of the Supreme Court of Victoria on 20 April last.…

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  • About
    • About us
    • About our docs
    • Sign up to news
  • Membership
    • Document subscriptions
      • Create25
      • Create50
      • Create100
      • Create250
      • CreatePlus+
    • CPD subscriptions
      • CPD Quarterly
      • CPD Regular
      • CPD Business
      • 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
    • Courses
      • SMSF essentials course
      • SMSF foundations course
  • Blog
  • Shop
  • Login
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    • PAYG Sign Up
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  • Contact