Member Update - full news - April 2019
Hi
It was great to catch up with many of our members at our recent SMSF day events around Australia. The feedback from these events has once again been excellent and we look forward over the coming weeks to putting this content together as an online course. As we now move into the last quarter of the financial year, we have many projects that will now ramp up for the second half of 2019, including our new BGL integration, feature improvements, new and updated documents, along with the next phase of our Future of SMSF work.
Below is a list of just some of the items that the team are currently working on:
SMSF Day 2019 online course - we expect to have this available from Monday, 20 May 2019 with the production of the course material kicking off later this week. Access to the course will be made available to all learn members.
Lost SMSF Deed [new document coming soon] - work has commenced on creating a Deed of Confirmation and Substitution of Replacement that will deal with the issue of a missing trust deed or where the ongoing deed that can be found is unsigned and undated. We expect to have this document available in beta by mid-May.
Simple Fund 360 'one-click' SMSF setup - with the recent release of new endpoints from BGL, work has commenced on being able to automatically setup a client within Simple Fund 360 once you have generated a new SMSF. Using the fund, trustee and member information, this will pass the information across into Simple Fund 360, saving you time in having to re-key this information.
If there any any documents or features that you would like to see added or improved, please send us an email at team@smartersmsf.com.
Future of SMSF
Work will commence shortly on our Future of SMSF survey for 2019 which will specifically focus on one area in more detail from our 2018 final report. Details about this will be provided to you over the next few months, with the survey launch expected to be in July.
As we look to expand on the work done from last year's survey, there are a range of options for us to explore to support firms within the SMSF industry. One of these is through the delivery of facilitated group discussion that will help break down many of the challenges identified within the report to help deliver the results required for a successful modern SMSF practice.
Your feedback
To help us better understand the interest levels in delivering this, we have created a short survey to provide us with valuable feedback about the merits of this concept:
Upcoming training
Our next webinar is SMSF Tax Planning and will be held on Wednesday, 1 May 2019 at 12pm AEST. Learn members should have already received an email to register for this event.
As always, if you have any questions about any of the above updates or in general, please reach out to us either online, by email or phone 1300 95 94 76.
Regards,
Aaron Dunn, CEO & Co-founder