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
- Connecting funds to order docs via BGL integration
- Webinar - 2022-11 - Building your SMSF investment strategy documents
- Logging a support ticket
- Webinar - 2022-05 - Understanding the Smarter SMSF Deed
- Pension Deed of Affirmation and Confirmation
- How to remove credit card showing for an order via subscription
- Smarter SMSF updates - 1 July 2024
- How to order a Death Benefit Nomination
- Ordering an Investment Strategy Review Statement
- 2FA ordering documents via Simple Fund 360
- Add a Fund Member
- Creating downsizer contribution documents
- Pension Commencement using Class integration
- Webinar - 2021-07 - The SMSF Deed
- CSV Import - New SMSF Establishment