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  • Membership
    • Document subscriptions
      • Create25
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      • Create250
      • CreatePlus+
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      • CPD Quarterly
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    • Book a Demo
  • Documents
    • Smarter documents
      • Platform features
    • Popular documents
      • Company Incorp Special Purpose
      • SMSF Establishment / New SMSF
      • SMSF Trust Deed
      • SMSF Change of Trustee
      • SMSF Investment Strategy
      • Binding DBN
      • Non-binding DBN
      • Pension Commencement
      • Partial Commutation – Cash
      • Lump Sum Payment SMSF
      • Rollback of Pension
      • TRIS to Retirement Phase
      • Limited Recourse Borrowing
    • Full Document List
    • Integrations
      • BGL
      • CLASS Super
      • SuperMate
      • Integrations Week
    • Legacy Pension Conversions
    • Legal
      • Smarter Legal Review
      • Smarter Legal Week
    • PAYG sign up
  • CPD Training
    • About our CPD
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Increase of subscription prices from 1 July 2022

News, UpdatesBy Aaron DunnMay 23, 2022Leave a comment

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…

Smart people stick together – 2020 in review

News, UpdatesBy Aaron DunnDecember 23, 2020Leave a comment

This time of year is always worth reflecting on what the team at Smarter SMSF has been able to achieve, and without question 2020 will be remembered in more ways than one. With the team having moved to working from home (WFH) in late March 2020, the achievements this year have been even more remarkable. …

Launch of SMSF foundations course

News, Training & Events, Updates, WebinarBy Aaron DunnDecember 8, 2020Leave a comment

As we approach the end of a challenging 2020, it is with great excitement to announce the launch of the SMSF foundations course, built by Smarter SMSF to help professionals grow their SMSF knowledge. The project started over a year ago in discussions with TOA Global Founder, Nick Sinclair about building a course to support…

Recording – What’s ahead for SMSFs in 2020-21?

COVID-19, News, Updates, WebinarBy Aaron DunnJuly 24, 2020Leave a comment

  There are many important issues and considerations for SMSFs in the current economic landscape and we were fortunate that CEO, Aaron Dunn was joined by the ATO’s Acting Assistant Commissioner for SMSFs, Steve Keating to discuss what’s ahead for SMSFs in 2020-21.   Topics covered In this live event, Aaron explores the following topics…

ASIC grants relief for timely COVID-19 advice

Government, NewsBy Aaron DunnApril 14, 2020Leave a comment

ASIC’s decision today to grant relief for Australians to seek advice from professional accountants and financial planners in making decisions about their financial position due to COVID-19 is a great outcome.  This decision makes it easier to seek advice, in particular with areas such as the early release of super on compassionate grounds where in…

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