Document Orders
- Webinar - 2022-05 - Understanding the Smarter SMSF Deed
- How to remove credit card showing for an order via subscription
- Webinar - 2022-11 - Building your SMSF investment strategy documents
- Company name searches now available
- Smarter SMSF updates - 1 July 2024
- What's New - October 2021
- Ordering a SMSF Document from the Smarter SMSF Document Platform
- How to order - pension commencement (including with an unknown balance)
- Webinar - 2021-07 - The SMSF Deed
- How to order a Death Benefit Nomination
- Using the completed orders page
- Pension Commencement using Class integration
- Webinar - 2021-08 - New phase of SMSF investment strategies
- Access Sample SMSF Documents in the Smarter SMSF Platform Library
- Creating work test minutes
- Creating work test exempt contribution minutes
- Send to Simple Fund 360 (BGL)
- Setting up Box.com integration
- Clearing cache to refresh your browser - log back into Smarter Platform
- Webinar - 2023-03 - Importance of SMSF pension documents