Be smarter than the average and join us for the quarterly Smarter SMSF Update, as we explore the range of new features and updates to the platform, along with updates across documents and education that the team has been working on over the past quarter to better support your SMSF practice.

What we’re covering:

• New features & enhancements: Get an exclusive look at a number of major updates to the admin console, including the new user preference centre which covers the new stored credit card feature for team-based ordering.  We will also explore changes with our integrations page and how it interacts with order forms on the platform.  The session will also provide an update on the release of the Div296 tax hub and Smartie AI technical assistant.

• New & updated SMSF documents: We’ll walk you through all new and updated legal, pension & compliance documents released in the last quarter and coming soon, including deed updates for the Div 296 tax rules and QROP qualifying age changes.  We will also explore a range of additional documents in progress for Div 296 tax (incl. CGT elections), and provide an update on the migration to our new document generation solution that will include digital signing.

• Education update: Catch up on the key updates to our courses and other CPD training available on the learn platform.

Meet Your Presenter

Ready to be Smarter?

This webinar is free to attend. Register by completing the form below: