Document Orders
- Resetting integration with Class or BGL
- Saving orders in Simple Fund 360
- PDS updates at 1 July 2020
- Connecting funds to order docs via BGL integration
- Webinar - 2023-01 - Smarter SMSF Update January 2023
- Webinar - 2022-09 - Smarter integration with your Class software
- Logging a support ticket
- Webinar - 2022-11 - Building your SMSF investment strategy documents
- Pension Deed of Affirmation and Confirmation
- Webinar - 2022-05 - Understanding the Smarter SMSF Deed
- Ordering an Investment Strategy Review Statement
- Add a Fund Member
- How to remove credit card showing for an order via subscription
- 2FA ordering documents via Simple Fund 360
- Creating downsizer contribution documents
- How to order a Death Benefit Nomination
- Smarter SMSF updates - 1 July 2024
- Death Benefit Super Income Stream
- CSV Import - SMSF Trust Deed Upgrade (incl. QROPS)
- Webinar - 2021-07 - The SMSF Deed