Document Orders
- Webinar - 2022-09 - Understanding the differences in SMSF pension documents
- Resetting integration with Class or BGL
- Saving orders in Simple Fund 360
- Webinar - 2023-01 - Smarter SMSF Update January 2023
- Using BGL integration to order a Smarter SMSF Investment Strategy document
- PDS updates at 1 July 2020
- Death Benefit Super Income Stream
- Connecting funds to order docs via BGL integration
- Webinar - 2022-09 - Smarter integration with your Class software
- CSV Import - SMSF Trust Deed Upgrade (incl. QROPS)
- CSV Import - New SMSF Establishment
- About the CSV import
- CSV Import - Company Incorporation - Special Purpose
- Pension Deed of Affirmation and Confirmation
- 1 July 2025 Updates
- A smarter integration with SuperMate
- Ordering an Investment Strategy Review Statement
- Creating downsizer contribution documents
- Logging a support ticket
- Webinar - 2022-11 - Building your SMSF investment strategy documents