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