Document Orders
- Webinar - 2022-05 - Understanding the Smarter SMSF Deed
- How to order a Death Benefit Nomination
- Webinar - 2022-09 - Smarter integration with your Class software
- How to remove credit card showing for an order via subscription
- Connecting funds to order docs via BGL integration
- Ordering an Investment Strategy Review Statement
- Company name searches now available
- Creating work test minutes
- Members Only - Subscription User Orders (Reporting)
- What's New - October 2021
- Creating downsizer contribution documents
- Using the completed orders page
- 2FA ordering documents via Simple Fund 360
- How to order a Lost Trust Deed
- Setting up Box.com integration
- Pension Commencement using Class integration
- Pension Deed of Affirmation and Confirmation
- Creating documents to partially commute an ABP
- Webinar - 2021-08 - New phase of SMSF investment strategies
- Creating work test exempt contribution minutes