Since the introduction of the Smarter SMSF document packages, we have proudly focused on being a reliable, scalable, low-cost automated business that supports professionals in the SMSF sector.

Having started out with a modest number of SMSF documents and CPD solutions, we have now grown to provide 70+ specialist SMSF documents and growing, in addition to adding 20+ CPD hours each year.  This also now includes key integrations with BGL & Class (and SuperMate in the near future).

We are fortunate to be going through a period of strong growth which requires us to continue to invest heavily into our resources – people and development capability. By doing so, this will allow us to continue to improve on the quality of our products, and to keep building solutions that will drive revenue and efficiency for your SMSF business.

To achieve this, we have made the decision to increase subscription prices across our CPD and document packages from 1 July 2022. It is important to note that for our existing members (at 30 June 2022), there will be no change to your current subscription at 1 July 2022.  This price increase only impacts new subscriptions after this date.

As part of this change, we are also replacing our Create500 document package with a new product called CreatePlus+, a customisable document solution that allows you to choose the number of documents that will be required, along with discussing how you want documents to be tailored to suit your business.  More information about this new package will be available shortly, however you can contact our Sales & Development Manager, David Davine to discuss any questions that you may have further.

What’s ahead in 2022

Here’s a list of some of the exciting things we have on our radar for the rest of 2022:

• Release of the Automated Deed Service (and exciting new additions to manage deed updates)
• White-label portal – providing you with a customised platform to on-sell SMSF documents to your adviser/professionals network
• Updates to the SMSF foundations course for the 1 July 2022 changes
• In-built legal support through our partner, Hill Legal
• More than 10 new SMSF documents to be released

You can find out more about the subscription changes, price increase & CreatePlus+ package in our knowledge base article.