Save time and build best-practice SMSF legal, pension and compliance documents seamlessly using our two way integration with Class.
Combine Smarter SMSF’s documents to Class to streamline your SMSF administration, allowing you to deliver a truly automated and profitable solution for your business.
The two-way integration allows you to seamlessly create SMSF documents such as trust deed upgrades, pension commencements, commutations and many compliance documents using your Class data.
You also have the ability to create and update your Class information from various SMSF document orders, including the ability to setup a new SMSF within Class in just one-click. To find out more, you can watch some of the videos below that demonstrate the features and benefits of the Class integration.
CREATE SMARTER USING CLASS
Watch the webinar to discover the power of CLASS SUPER integration with Smarter SMSF
Recorded on 20 June 2023
Built by SMSF specialists
leveraging award winning SMSF software
Class Super is a leading provider of cloud-based SMSF administration software. The company offers a range of products and services to help accounting professionals and financial advisors manage self-managed super funds (SMSFs) more efficiently.
Smarter SMSF is a legal document provider that specializes in self-managed super funds. The company offers a range of legal and compliance documents, including trust deeds, pension documents, and SMSF investment strategies.
The following videos demonstrate how easy it is to connect your Class software to enable you to create legal, pension and compliance documents for your SMSF clients. However, it’s more than just populating forms to generate documents… see how a true two-way integration enables you to quickly and easily setup new SMSFs within Class and update fund, trustee and member information in the click of a button.
How To Start In CLASS Super
Register to order
From within CLASS Super, you can now connect to Smarter SMSF to order your SMSF documents in 4 easy steps. Choose to order as part of a document package or alternatively order on a pay-as-you-go (PAYG) basis.
To help you understand the benefit and savings through the subscription packages, utilise the document calculator to help estimate the number of documents you might require each year and the potential return on investment (ROI) from the subscription.
Step 1:
Connect your CLASS Super software to Smarter SMSF.
Step 2:
Select a document package or order PAYG.
Step 3:
Purchase document package and sign back into CLASS Super.
Step 4:
Start ordering your documents.
Want to find out more?
Make the smart move and get in contact with one of our team members to find out more about the benefits of our subscription packages to order your SMSF documents within CLASS Super.
But don’t just take it from us…
I love how easy it is for us now to order our SMSF documents from inside CLASS Super. We started using to access the free COVID-19 documents, but have now transitioned to a subscription package saving us a lot of time and money!
Brad Tilley, All in Balance
