Smarter SMSF Knowledge Base
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Document Orders

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