FoSMSF Survey Completed

FUTURE OF SMSF

Smart move! Thank you for participating in the Future of SMSF Survey, you have helped shape a smarter SMSF future.

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Request a demo

By filling in this form, you will automatically be sent:

A free downloadable copy of the final report (valued at over $299) – on completion of the report, in early October 2018.
As well as receive your pre-release registration opportunity to FUTURE OF SMSF workshops in 2018.

We will also enter you into:

The competition for a chance to WIN a $500 Visa gift card.
As well as a chance to WIN a half day strategy session with Aaron Dunn (valued at $2,500).

Winners will be announced at the end of September 2018.

Would you like to know more

About the Future of SMSF Report

First developed in 2014 by Smarter SMSF (previously known as The SMSF Academy), the report provided insights that helped shape the sector today. In times of change, the Future of SMSF report helps provide the clarity needed to your SMSF business model and equips you to be at the top of your game.

Our 2018 report will capture industry-wide insights on SMSF best practice – everything from how professionals meet the needs of their SMSF clients, the impact of new technology to how SMSFs will evolve in the future.

With this information, the report aims to help identify key challenges and opportunities to help shape the future direction of the SMSF industry. At our Future of SMSF events, we discuss these key challenges and opportunities from the report. And help to provide the skills and potential solutions to better equip you for what the future holds.

About Smarter smsf

Smarter SMSF evolved from The SMSF Academy, founded in 2010 by accountant, Aaron Dunn and lawyer, Ian Glenister – both accredited SMSF specialists. Our focus was always simple. To bridge the gap in training, education and tools so you can grow your business through self-managed super funds.

The SMSF Academy, provided thousands of practitioners with hands on skills and information they needed to incorporate best-practice into their SMSF business.

Our emphasis hasn’t changed over the years. We are still committed to helping professionals understand SMSF and stay ahead of the curve in a highly dynamic field.

We recognised that our clients required an equivalent amount of flexibility from our services. This is why we became Smarter SMSF – to offer an even greater level of industry education, training and specialist tools to our members.

Learn

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.

Find out more

Create

Create – offers a full range of SMSF pension and compliance documentation.
Create (Legal) – offers the most in-depth range of SMSF legal documentation.
Fully integrated with cloud-based SMSF software via the Smarter SMSF online platform.
Specialised documents we provide: Fund establishment, Trust deed upgrades, Death benefit nominations, LRBA’s, Pension commencement, Lump sums, Investment strategies, etc.
Our platform is fully integrated with BGL’s Simple Fund 360, CAS360 and Class Super.
Highly recommended for Accountants.

Find out more about our create packages

Support

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.

Find out more

Integration Class

Save time and build best-practice SMSF legal, pension and compliance documents seamlessly using our two way integration with Class.

Visit our Class showcase page

Integration BGL

Save time and build best-practice SMSF legal, pension and compliance documents seamlessly using our two way integration with BGL’s Simple Fund 360 & CAS 360.

Visit our BGL showcase page