This webinar explores the seven (7) ‘must haves’ within a current day SMSF deed.  As the super and tax laws continue to change, and an ever-growing list of court decisions, Aaron Dunn and Chris Hill share key insights into the rules that a current deed should have to capitalise of key strategies and best manage risk with your SMSF clients.  This webinar is designed for professionals seeking to deepen their understanding of what to consider when selecting or updating an SMSF deed for establishing a new fund or revising the governing rules of an existing one.

This webinar as part of Smarter Legal Week explores a smarter way on how you can access legal support with your SMSF documents.  Taking an in-depth look at into the Smarter Legal Review (SLR) service, Aaron Dunn and Chris Hill discuss how the service operates seamlessly from within the Smarter SMSF document platform, ensuring your SMSF documents are not just compliant, but also legally reviewed and signed-off.  In addition, they highlight how you can fix legal decificiences through the rectification process on the Smarter platform.

In this webinar recording as part of Smarter Legal Week, learn how you can easily create SMSF Powers of Attorney through the seamless integration of the Smarter SMSF platform with Inherit Australia. The session guides you through the process of ordering enduring powers of attorney for your SMSF clients, including specialist SMSF EPOAs specifically tailored to the Smarter SMSF deed.

This insightful webinar held during Smarter Legal Week helps to discover how the Smarter SMSF deed empowers you to safeguard your SMSF clients’ interests with a Member’s Fund Guardian.  The recording delves into the concept of a Fund Guardian, explaining its role in overseeing SMSF affairs, particularly in the event of legal disability or death. You will learn how this unique feature allows professionals or their firms to be appointed as trusted advisors, ensuring your clients’ wishes are carried out effectively.