BGL changelog - July 2020

JULY 2020

During the month of July 2020, the Smarter SMSF has added the following new or enhanced features, along with new documents being added and/or improved:


  • Free access to the COVID-19 documents was extended to 31 July 2020, with the early release of super document remaining free until 31 December 2020.


The following documents have been added into Simple Fund 360.

  • Above minimum pension election
  • Partial commutation
  • TRIS to Retirement Phase
  • Member met condition of release
  • Minimum Pension Shortfall
  • Pension Rollback
  • Lump Sum (cash, in-specie, including as member or death benefit)
  • Winding up a SMSF
  • Upgrade or Change to company constitution
  • In House Asset (IHA) Loan Agreement

You can read more about the above in the BGL new features:

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