Document Orders
- Webinar - 2022-11 - Building your SMSF investment strategy documents
- Webinar - 2022-09 - Smarter integration with your Class software
- Webinar - 2022-05 - Understanding the Smarter SMSF Deed
- How to order a Death Benefit Nomination
- Connecting funds to order docs via BGL integration
- How to remove credit card showing for an order via subscription
- Ordering an Investment Strategy Review Statement
- Company name searches now available
- Creating work test minutes
- Signing SMSF Deed Documentation
- What's New - October 2021
- Process to apply for an ABN/TFN registration via the integration
- 2FA ordering documents via Simple Fund 360
- How to order a Lost Trust Deed
- Creating downsizer contribution documents
- Using the completed orders page
- Setting up Box.com integration
- Pension Commencement using Class integration
- Webinar - 2021-07 - The SMSF Deed
- Pension Deed of Affirmation and Confirmation