Smarter SMSF

In this webinar recording, CEO of Smarter SMSF, Aaron Dunn delves into the complexities and often overlooked issues within SMSF pension documents. This session focuses on uncovering the critical problems practitioners encounter when managing SMSF clients’ pension documents. These issues not only pose significant risks when challenged but also impact tax exemption statuses, potentially leading to substantial financial implications. What you'll learn from this webinar: In-depth Analysis: Aaron conducts a thorough examination of the common pitfalls found in SMSF pension documents, identifying key areas that are frequently mishandled or misunderstood by practitioners. Expert Insights: Gain valuable insights from leading SMSF document specialist, Aaron Dunn, who will share his expertise, experiences and strategies for mitigating risks associated with pension documentation. Smarter SMSF Solutions: Discover why many SMSF specialist firms are turning to Smarter SMSF for their pension document needs. Aaron explores the elements that set Smarter SMSF pension documents apart, highlighting their effectiveness in ensuring compliance and optimising tax exemption benefits. To find out more about Smarter SMSF's document suite, visit https://buff.ly/47pHQOS View video here: https://buff.ly/4b4gQpM #SMSF #SmarterSMSF #smsfpensiondocuments

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Learn the smarter way This comprehensive, in-depth suite of online continuing professional development (CPD) learning resources, SMSF webinars and SMSF training enables practitioners to stay at the forefront of the SMSF industry – whether you want to be the expert or not, you can rely on our specialist knowledge to ensure that you are enabling better retirement outcomes for your clients. Learn more: https://buff.ly/4dxIugH #SMSF #SmarterSMSF #smsfCPD

SMSF Tax Planning The SMSF Tax planning webinar explores a range of tips, traps and strategies to work through with your SMSF clients in the lead up to 30 June 2024. In this webinar Aaron Dunn & Tim Miller will explore a range of topics including: Contributions planning; SMSF income stream planning LRBAs, investment rules and restrictions; and A range of final ‘checks and balances’ for year end. A comprehensive SMSF tax planning checklist will also be included for use to work through these various strategy considerations and issues that you should consider as part of any year end tax planning with your SMSF clients. CPD members: Please note that CPD subscription holders will receive an email from Smarter SMSF to enrol in this upcoming event approximately 1 week prior to the session. This webinar is included as part of a member who holds a CPD Regular or CPD business subscription. Learn more: https://buff.ly/3VLuXM6 #SMSF #SmarterSMSF #SMSFtaxplanning

Episode 31 - Critical SMSF documents to review before 30 June In this edition of the feeling smarter weekly video series, Aaron and Tim continue their SMSF tax planning discussions, but this time focus on some of the critical SMSF documents that need to be reviewed before 30 June. There are a range of documents impacting the ability to make contributions, how investments are maintained and how documenting decisions with the optimisation of benefit payments. In this video, both Aaron and Tim discuss many of these aspects and the actions that need to be considered. Join us for the upcoming SMSF tax planning webinar on 8 May 2024 and learn more about the tips, traps and strategies for SMSFs in the lead up to 30 June. Registration link: https://buff.ly/3VLuXM6 Video link: https://buff.ly/4b30Rs4 #SMSF #SMSFtaxplanning #SmarterSMSF

The SMSF Foundations Course has been built by two of Australia’s leading SMSF specialists, Aaron Dunn and Tim Miller. The course contains 6 modules, providing a total of 10 hours of e-learning based education. It introduces SMSFs and broader superannuation concepts to new entrants about the fundamentals in completing their day-to-day work. All modules including a range of interactive activities to validate learning, detailed workbooks, and additional supporting materials (e.g. ATO references) to assist students in building their foundation knowledge. Each module includes CPD assessment that must be completed as you work through the course. Learn more: https://buff.ly/3uD5etR #SMSF #SMSFfoundationcourse

In this latest episode of the feeling smarter video series, Aaron Dunn and Tim Miller discuss three key areas to explore from a SMSF tax planning perspective in the lead up to 30 June. Hosting the upcoming SMSF tax planning webinar on 8 May 2024, this video provides some insight to the different areas of opportunity in providing advice to SMSF clients before the end of the financial year. To find out more about the SMSF Tax Planning webinar and to register, visit https://buff.ly/3VLuXM6 Play video here: https://buff.ly/3QqHfpo #SMSF #SmarterSMSF #SMSFtax

Happening Now!! Join the Smarter SMSF webinar to discover why firms are increasingly opting for document subscriptions, saving both time and money. Secure your spot now to stay ahead of the curve and learn how to make the smart move towards subscription-based services. Visit us: https://buff.ly/47YNXZN #SMSF #SmarterSMSF #WebinarDocumentSubscriptions

Smarter SMSF, an industry award winning and trusted provider of SMSF documents and education, has unveiled its new Smarter Legal Review (SLR) service. This innovative solution is designed to assist advisers in mitigating the legal risks associated with the preparation of various SMSF documents, by obtaining expert legal review before client sign-off utilising our streamlined process. In addition, the SLR service provides support for practitioners who have identified issues or defects in any SMSF documents that require rectification. Learn more: https://buff.ly/49RalVW #SMSF #smsfLegalReview #SmarterSMSF

Benefits of a document subscription Find out why a growing number of firms have made the switch to a document subscription with Smarter SMSF. In this webinar, we will be discussing: Find out why a growing number of firms had made the switch to a document subscription with Smarter SMSF. This webinar forms part of our regular series of webinars that connects the technical elements of SMSFs to the practical issues within your practice. Learn more about why firms have become document subscribers and how those members are now utilising a document subscription to save time and money. The webinar helps to explain what was the trigger point in switching to a subscription and via specific examples, helps you to identify and then move to a subscription (as a better path than remaining on a Pay-as-you-go basis). Stay ahead of the curve by joining us for the Smarter SMSF Update – make the smart move and secure your spot by registering now. Learn more: https://buff.ly/47YNXZN #SMSF #SmarterSMSF #smsfdocuments