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Smarter SMSFSmarter SMSF
  • About
    • About us
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      • Binding DBN
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      • Partial Commutation – Cash
      • Lump Sum Payment SMSF
      • Rollback of Pension
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Launching CPD Business to support your entire team

Training & Events, WebinarBy Aaron DunnApril 14, 2020Leave a comment

We understand the challenges currently confronting many team members who ordinarily have access to regular team training keeping them up-to-date on the latest SMSF topics, issues and strategies.  Whether this is done casually over a few pizzas at lunch time or more formally as a team, it is the ability for all team members to…

How the ATO is helping SMSFs through COVID-19

Compliance, COVID-19, Government, LRBA, WebinarBy Aaron DunnApril 2, 2020Leave a comment

In these uncertain and difficult times due to the impact of the Coronavirus, it was fantastic to be able to gain key insights today from the Australian Taxation Office (ATO) and SMSF Association relating to a variety of measures that needed clarification for the SMSF sector to engage with and resolve a range of key…

Smarter SMSF appointed as an SMSF Association Accredited Educator

Training & Events, Updates, WebinarBy Aaron DunnJanuary 30, 2020Leave a comment

We are delighted to share with our members and readers that Smarter SMSF has been appointed as an inaugural SMSF Association Accredited Educator.   What does this mean? The SMSF Association Accredited Educator logo sets us as apart from other providers as a pillar of SMSF education in the sector. The SMSF Association as the…

5 ways to be practice ready in 2020

ebook, Training & Events, WebinarBy Aaron DunnJanuary 29, 2020Leave a comment

It’s always one of our biggest webinars of the year, and this one certainly didn’t disappoint. We had such a great turnout for our ‘5 ways to be practice ready in 2020’ webinar, where Aaron went through: the biggest issues expected to impact SMSFs in 2020; How you need to respond to these with your…

BGL Smarter SMSF Seamless Document Integration update

Documents, WebinarBy Aaron DunnNovember 27, 2019Leave a comment

Simple + Smart Thank you to those who joined us for our latest update webinar on 27 November 2019 regarding the BGL Smarter SMSF document integration Update.  In this session, Aaron Dunn was joined by Matt Crofts, Product Manager of Simple Fund 360 to look at: New SMSF ordering Ordering a special purpose trustee company,…

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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
    • Platform Login
    • PAYG Sign Up
    • My Subscriptions
  • Contact