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Smarter SMSF
Australia
เข้าร่วมเมื่อ 26 เม.ย. 2018
Our mission at Smarter SMSF is to help accountants, financial advisers and other professionals to comply with the complexities of SMSFs. We deliver this through technology-based solutions providing automated SMSF documentation and accredited CPD education, available as a cost-effective subscription to suit the size of your business, or simply pay-as-you-go.
smartersmsf.com
smartersmsf.com
Tips & tricks when using the Smarter SMSF platform
In this webinar, Aaron Dunn and David Davine from Smarter SMSF take a practical look at the Smarter SMSF platform and provide a range of tips and tricks when ordering documents, accessing CPD for members and utilising the admin console for team and order management.
You can explore each of these sections that contain a range of tips and tricks within this one hour webinar below:
3:35 - SMSF document ordering
36:15 - Accessing CPD for members
43:07 - Utilising the admin console
54:25 - General tips & tricks
This webinar was recorded on 10 October 2024.
You can explore each of these sections that contain a range of tips and tricks within this one hour webinar below:
3:35 - SMSF document ordering
36:15 - Accessing CPD for members
43:07 - Utilising the admin console
54:25 - General tips & tricks
This webinar was recorded on 10 October 2024.
มุมมอง: 2
วีดีโอ
Episode 52 - In house assets and the 5% rule
มุมมอง 62 ชั่วโมงที่ผ่านมา
In this week's edition of feeling smarter, Aaron Dunn and Tim Miller from Smarter SMSF explore the in-house asset (IHA) rules, exploring the 5% rule that limits a SMSF to invest in, loan to or have a lease with a related party. In particular, they explore the three limbs that are relevant to the application of the IHA laws.
CSV import - Smarter SMSF platform
มุมมอง 1814 ชั่วโมงที่ผ่านมา
In this video we explain how to use the CSV import on the new Smarter SMSF platform to complete various document orders from data that you have either exported from an external software system (e.g. Xero, xplan) or used the smarter .csv template to populated manually. The CSV import function saves you significant time in entering in information into forms and allows you to save templates after ...
Episode 51 - Draft regulations impacting allocations from reserves
มุมมอง 1619 ชั่วโมงที่ผ่านมา
In this week's episode of feeling smarter, Aaron Dunn and Tim Miller from Smarter SMSF discuss details from the Treasury's draft regulations on legacy pension conversion, in particular focusing on allocations from reserves. The two SMSF specialists explore the significant changes being proposed by these measures in respect to the treatment of reserves and in particular who they are to be alloca...
Starter, Smarter, Smartest - Smarter SMSF courses update
มุมมอง 9414 วันที่ผ่านมา
In this webinar recording, CEO of Smarter SMSF, Aaron Dunn explores the SMSF courses available with Smarter SMSF - the SMSF foundations course, and the SMSF essentials course. In this video, Aaron explores: - Smarter SMSF's approach to SMSF education and the CPD matrix - the Smarter SMSF education model of starter, smarter, smartest - details of the SMSF courses available, including as a retail...
Episode 50 - a smarter journey and 50 episodes
มุมมอง 3314 วันที่ผ่านมา
This week's edition of feeling smarter marks a milestone for the weekly video series, where Aaron and Tim celebrate 50 episodes of the show, having started the first episode in September 2023. Over the past year, the two award winning SMSF specialists have led the way in discussing topical issues such as the Government's proposed Division 296 tax laws, key ATO announcements and much more. But i...
Episode 49 - Draft regulations for legacy pension conversions
มุมมอง 5221 วันที่ผ่านมา
In this edition of feeling smarter weekly video series, Aaron Dunn and Tim Miller discuss the release of the draft regulations issued by Treasury for the ability to convert legacy pensions - i.e. market linked pensions, lifetime and life expectancy pensions to modern day products, back to accumulation or alternatively to remove from the superannuation system. These regulations once the become l...
Episode 46 - Deemed segregation & making ECPI decisions
มุมมอง 22หลายเดือนก่อน
In this edition of feeling smarter, Aaron Dunn & Tim Miller explore the area of exempt current pension income (ECPI) where a fund may have both deemed segregation and unsegregated periods, allowing them to potentially make an election under the income tax laws to optimise the fund's tax position for the financial year.
Webinar - Dealing with SMSF trustee & member changes
มุมมอง 23หลายเดือนก่อน
Life’s curveballs can send trusteeship of a SMSF into a tailspin. Death, divorce, incapacity, or just a strategic switch - it is important to understand the changes required to remain a complying SMSF. The only constant in life is change, and SMSF trusteeship isn’t immune. In this webinar, Aaron Dunn dives into the whirlwind of trusteeship changes as he unpacks many of the important considerati...
Episode 48 - Timing of pensions for the transfer balance cap
มุมมอง 54หลายเดือนก่อน
In this edition of the feeling smarter weekly video, Aaron Dunn and Tim Miller explore one of the topics raised from the SMSF pension masterclass that had a lot of questions and discussion - the timing of starting and managing pension for transfer balance cap purposes. In this video, they highlight the way in which the ATO looks at the timing of transfer balance cap reporting and situations whe...
Episode 47 - Reversionary and non reversionary pension considerations
มุมมอง 56หลายเดือนก่อน
In episode 47 of the feeling smarter weekly video series, Aaron Dunn and Tim Miller look at the various considerations that need to be explored when deciding on whether a super income stream should automatically revert to a tax dependant beneficiary (e.g. spouse) or not. Together they discuss a number of factors that might influence the outcome of this decision, and how you may be able to make ...
Decoding SMSF pension documents
มุมมอง 31หลายเดือนก่อน
SMSF pension documents can be a mystery, with many professionals not understanding the importance of their alignment to the fund’s trust deed? In this webinar, Aaron Dunn “decodes” the complexities of SMSF pensions, and break down the crucial elements within the documentation to commence a super income stream.
Episode 45 - Benefits with TRIS strategies
มุมมอง 612 หลายเดือนก่อน
In this week's feeling smarter video, Aaron Dunn and Tim Miller discuss the topic of transition to retirement income streams - an area that has lost some of its gloss since the removal of the earning tax exemption since 1 July 2017. However, as Tim and Aaron discuss, a number of changes in recent times has certainly brought this strategy back into light. These strategies will be explored furthe...
Episode 44 - Understanding conditions of release
มุมมอง 1232 หลายเดือนก่อน
In the latest edition of the feeling smarter weekly video series, Aaron Dunn and Tim Miller discuss the topic of a member meeting a condition of release. From 1 July 2024, the rules have been somewhat simplified due to an increase in preservation age to 60 years of age, however it is important to understand many of the nuances that sit within these laws. This topic will form part of the upcomin...
Episode 43 - Impact of failing the pension standards
มุมมอง 372 หลายเดือนก่อน
In episode 43 of the Smarter SMSF weekly video series, Aaron Dunn and Tim Miller discuss the recent finalisation of the ATO's updated guidance in TR 2013/5 - when a pension commences and ceases, in particular focusing of the Commissioner's views expressed around when a pension fails to meet the pension standards (e.g. minimum pension not met). This topic will form part of the upcoming SMSF pens...
Smarter Legal Week - Why every SMSF should have a Fund Guardian
มุมมอง 222 หลายเดือนก่อน
Smarter Legal Week - Why every SMSF should have a Fund Guardian
Smarter Legal Week - SMSF Powers of Attorney
มุมมอง 392 หลายเดือนก่อน
Smarter Legal Week - SMSF Powers of Attorney
Smarter Legal Week - About Smarter Legal Review
มุมมอง 362 หลายเดือนก่อน
Smarter Legal Week - About Smarter Legal Review
Smarter Legal Week - 7 must haves in your SMSF deed
มุมมอง 1142 หลายเดือนก่อน
Smarter Legal Week - 7 must haves in your SMSF deed
Episode 42 - Member Benefit vs Death Benefit
มุมมอง 282 หลายเดือนก่อน
Episode 42 - Member Benefit vs Death Benefit
Episode 41 - Understanding interdependency
มุมมอง 153 หลายเดือนก่อน
Episode 41 - Understanding interdependency
Episode 40 - State of key super legislation at 30 June 2024
มุมมอง 323 หลายเดือนก่อน
Episode 40 - State of key super legislation at 30 June 2024
Episode 39 - Preparing for 1 July 2024
มุมมอง 223 หลายเดือนก่อน
Episode 39 - Preparing for 1 July 2024
Episode 38 - Intricacies of related party transactions
มุมมอง 193 หลายเดือนก่อน
Episode 38 - Intricacies of related party transactions
00:05 Starter, Smarter, Smartest course update with new education approach 02:35 Refresh and differentiate SMSF education for best value 07:03 Transition of content from foundations to smarter space 09:05 Opportunity to purchase add-on update for ongoing resource utilization 13:43 Differentiation based on student type and organization role 16:09 The course update includes different levels for different target audiences. 20:11 Courses centralized onto a single landing page 22:20 SMSF courses are fully mobile responsive and offer a blend of learning through videos, workbooks, and interactive activities. 26:37 Accessing the SMSF course materials and updates 28:37 Introducing a new SMSF foundations course with a different approach 32:39 Understanding different ways people learn is crucial 34:37 Overview of Foundation module assessment process 38:52 Fast tracking of knowledge and reducing opportunity cost through SMSF courses 40:57 Upcoming course updates and focus on AI integration 44:59 New document platform and course content coming in new year
Meg is amazing! Can you please bring her back again for more strategies and information.
🌈 "Promo sm"
Wtf is this. Why i get recomended this? Whos this lady? Where am i?
❣️ ƤＲＯ𝓂Ｏ𝕤ᗰ