Join us for our upcoming Smarter SMSF Update, the first for the 2025-26 financial year – this quarterly event is designed to keep members and users of the Smarter SMSF platform in the loop with the latest features, enhancements, new documents and education updates that have been added over the past few months.

This is your opportunity to hear about and see first-hand the exciting progress that the team has made on a number of projects over the past quarter, and gain insight into what lies ahead.  Aaron will demonstrate how you can access and utilise many of these features, documents and education to help you to focus on what you do best.

In this upcoming session, Aaron will be sharing details about:

• Details of the key changes from 1 July 2025, including details of the updated Deed of Variation.
• Update on the migration to the new Docs 2.0 platform, including with new and updated forms.
• Updates on the Legacy Pensions Hub and information about orders and lessons from the first six months of orders.
• New ‘connections’ page that provides access to all API connections,
• An update on the new Class business level access across various forms including pension commencement and lump sums.
• New UI for the admin console to access saved and completed orders for team members using a Smarter SMSF subscription.
• New ‘client list’ feature within the document platform, allowing you to take a fund-centric approach to ordering and managing fund documents, including bulk deed updates.
• A look at what new features and documents are coming soon to the platform.

Presenter

Registration