New Features & Updates - May 2023

Find out more about Smarter SMSF's new features and updates across the platform in May 2023:

ABN/TFN integration

  • Release of ABN/TFN registration from new SMSF order within Simple Fund 360 docs

For more information about the TFN/ABN integration, visit the knowledge base article.

Pension Commencement

  • Added 'refresh' button with 2-step saved order. Once balance is known (after completing financial statements), you can now refresh the order to populate account balance information for the commencement of the income stream - allows you to choose the pension to refresh, after selecting your integration with Simple Fund 360, Class or SuperMate.


Added DocFlows from 'company incorporation - special purpose' to 'new SMSF' form, including:

  • New 'Action' from company incorporation form to 'Create new SMSF' order form, allowing population of all trustee/member data.

  • Allowing user to automatically populate all corporate trustee and member information, including  A.C.N. and date of incorporation issued by ASIC.


  • Updated company incorporation forms to add optional 'Director ID' information.


  • The following webinars have been added to the learning platform for CPD members to access:
    • SMSF Tax Planning webinar (includes access to SMSF Tax Planning checklist)
    • Federal Budget impact of SMSFs
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