The smartest PRODUCTS

All our products are available in a flexible modular format to mix and match the documents and training you need to stay at the top of your game.

As practitioners ourselves, we know that the capacity to customise cost and time-effectively is everything.

Our online platform works seamlessly with the cloud-based SMSF software you are using. Giving you the information you require to scale according to your needs, and provide better retirement outcomes for your clients.

Our document packages

Benefits
  • Create your SMSF documents a smarter way.
  • Access the most in-depth SMSF legal, pension and compliance documentation available.
  • Designed for the accounting and financial planning industry.
  • All are best practice, current and regularly updated.
  • Seamless integrations with Simple Fund 360, CAS360 and Class Super.

Benefits
  • COMING SOON!
  • Smarter Accountants Bundle comprises of: Create product suite, New SMSF, Company Incorporation (excl. ASIC fee), DBN’s.
  • Smarter Unlicensed Accountants Bundle comprises of: Create product suite, New SMSF, Company Incorporation (excl. ASIC fee), DBN’s, Create Comply product suite.
  • For up to 100 funds,  T’s & C’s apply.
  • Popular documents from our Create package include: Pension commencements, Pension commutations, Lump sum, TRIS to retirement phase, Death Benefit, Annual pension review, Contribution reserving, Investment strategy.
  • Our platform is fully integrated with BGL’s Simple Fund 360, CAS360 and Class Super.
Price
  • Smarter Accountants Bundle = $500 Per Month + GST
  • Smarter Unlicensed Accountants Bundle = $600.00 Per Month + GST

Benefits
  • Create – SMSF pension and compliance documentation.
  • Create (Legal) – SMSF legal documentation.
  • Create (Comply) – practical, compliant SMSF documentation for unlicensed accountants.
  • Fully integrated with cloud-based SMSF software via the Smarter SMSF online platform.
  • A few of the specialised documents we provide: Fund establishment, Trust deed upgrades, Death benefit nominations, LRBA’s, Pension commencement, Lump sums, Investment strategies.
  • Our platform is fully integrated with BGL’s Simple Fund 360, CAS360 and Class Super.
Price
  • $250.00 Per Month + GST (Create) / $2,500.00 Annual + GST (Create)
  • $900.00 Per Month + GST (Create Legal). $130 Per Month + GST (Create Comply).

Our training & support

Benefits
  • Comprehensive, in-depth online learning resources.
  • Specialist knowledge to ensure that you are enabling better retirement outcomes for your clients.
  • Industry-leading web-based live training to navigate the complexities of SMSF, including changing regulatory requirements.
  • Access to the most current, in-depth information via face-to-face events and webinars.
  • All training is accredited for professional development obligations via the SMSF Association, FPA Australia and the major accounting bodies.
  • Highly recommended for Financial Planners and Accountants.
Price
  • $70.00 Per Month + GST
  • $700.00 Annual + GST

Benefits
  • Expert support on everything to do with SMSF.
  • Priority access to Smarter SMSF’s knowledge team, available via our platform and on the phone to resolve any issue or answer any SMSF questions you may have.
  • Our team of software experts is also available to ensure Smarter SMSF products deliver a consistent and seamless experience every time (this general support is available with every one of our products).
  • Highly recommended for Financial Planners and Accountants.
Price
  • $90.00 Per Month + GST
  • $900.00 Annual + GST

Benefits
  • Select which webinars you would like to purchase on a Pay as you go basis.
  • Access the most in-depth SMSF training.
  • Designed for the accounting and financial planning industry.
  • All are best practice, current and regularly updated.