Document Orders
- Death Benefit Super Income Stream
- CSV Import - New SMSF Establishment
- Company name searches now available
- CSV Import - SMSF Trust Deed Upgrade (incl. QROPS)
- Using the completed orders page
- Webinar - 2021-08 - New phase of SMSF investment strategies
- Using BGL integration to order a Smarter SMSF Investment Strategy document
- What's New - October 2021
- A smarter integration with SuperMate
- Setting up Box.com integration
- Creating documents to partially commute an ABP
- Creating work test exempt contribution minutes
- Webinar - 2021-08 - BGL Smarter integration
- How to order - pension commencement (including with an unknown balance)
- How to order a Lost Trust Deed
- Webinar - 2021-12 - Leveraging the Class integration for SMSF document orders
- About the CSV import
- Ordering a SMSF Document from the Smarter SMSF Document Platform
- Webinar - 2022-02 - Smarter BGL integration - Key steps to building compliant SMSF documents
- Webinar - 2023-03 - Importance of SMSF pension documents