General Advice Warning

The information provided on Smarter SMSF website (previously known as The SMSF Academy Pty Ltd website) is general in nature, and as such it should not be relied upon for making decisions without seeking expert opinion or personal advice. Smarter SMSF disclaims all and any guarantees, undertakings and warranties, expressed or implied, and shall not be liable for any loss or damage whatsoever (including human or computer error, negligent or otherwise, by one or more of the authorities, or incidental or consequential loss or damage) arising out of or in connection with any use or reliance on the information or advice of this website. The user must accept sole responsibility associated with the use of the material on this site, irrespective of the purpose for which such use or results are applied. The information on this site applies the law as stated at the time of writing, recording or any other form of information on the website, and is no substitute for financial advice.

Becoming a member

When successfully subscribed to one of *Smarter SMSF’s membership packages (including any BGL bundle) or products (Create25, Create50, Create100, Create250, CreatePlus, Learn – CPD training packages, Support) you will be provided with immediate access to the platform and website, providing access to the content nominated as part of your subscription level. You have the ability to upgrade your membership at any time. You have the ability to downgrade or cancel your membership after the first anniversary date of your subscription.

i.e.

  • All Create document package subscription charges are monthly subscriptions on a minimum 12-month contract and excludes ASIC fee.
  • Member can upgrade membership at any time, to a larger package only.
  • Member cannot downgrade package until first anniversary date of package (i.e. after initial 12-month contract).

Where a subscription is cancelled, Smarter SMSF will deactivate the user’s account and remove access to any documents ordered effective immediately.  All user orders are archived for a period of 30 days from cancellation and access can be request via Smarter SMSF.  After this period, all orders are deleted from the platform and cannot be provided.

Upon registration by a user to sign up for PAYG ordering, our support team will be verifying the account to check for duplication or dummy accounts against our CRM and where relevant will make further enquiries to verify the user before issuing login details.

Smarter SMSF reserves the right to not issue access to the Smarter SMSF platform to order documents under the Pay-As-You-Go (PAYG) option.

* Inclusive of any Smarter SMSF BGL bundles, products and Create packages.

Purchasing a webinar to attend (live or recording)

Smarter SMSF (previously known as The SMSF Academy) provides webinar training through membership and as a Pay-As-You-Go (PAYG) option. Access to this webinar on a PAYG option will be subject to the successful payment for this event. Smarter SMSF will deliver the product (event) on the nominated day of the webinar, unless otherwise indicated. This date will always remain subject to change at the discretion of Smarter SMSF.

If you purchase the live webinar, access will be provided access to join this event (via GoToWebinar) at the nominated date and time. If you do not attend the live webinar, a temporary membership will be created from the event date providing you with 2 weeks to watch the webinar recording. No further extensions will be provided beyond this time.

For those who purchase the webinar recording, a temporary membership will be created 2 business days following the live webinar. This temporary membership will provide you with 2 weeks to watch the webinar recording. No further extensions will be provided beyond this time.

Members will be provided login details to access the live webinar, along with being provided access to watch the webinar recording at any time via Smarter SMSF platform or the website.

Refund policy

Membership

Smarter SMSF does not provide any refunds of *membership packages, documents (PAYG) or products (Create25, Create50, Create100, Create250, CreatePlus, Learn-CPD training packages, Support).

You have the ability to upgrade your membership at any time to a larger package. You have the ability to downgrade or cancel your membership after the first anniversary date of your subscription .i.e.

  • All Create document package subscription charges are monthly subscriptions on a minimum 12-month contract and excludes ASIC fee.
  • Member can upgrade membership at any time, to a larger package only.
  • Member cannot downgrade package until first anniversary date of package (i.e. after initial 12-month contract).
  • There is no carry-over of unused documents on the anniversary of each subscription (subject to the sole discretion of Smarter SMSF).

* Membership includes any Smarter SMSF BGL bundles, products and Create packages.

Webinars

You have the ability to cancel a PAYG purchase to attend a live webinar training session up to 48 hours prior to the event, in which a full refund will be provided.

Where a person has paid but does not attend the session, no refund is provided. Access to the recording will be provided as part of a 2-week temporary membership.

Smarter SMSF takes no responsibility where a technical problem occurs during the webinar. If it is believed to be an issue identified by any service provider utilised by Smarter SMSF, we will provide attendees with access to the webinar recording, or the ability to re-register for an alternate date and time.

Frequently Asked Questions (FAQ’s)

Please visit our FAQ’s page hosted on HelpScout here.

Copyright

© THE SMSF ACADEMY PTY LIMITED  (now referred to as ‘Smarter SMSF’)

Copyright of this website (this “Site”) is owned by The SMSF Academy Pty Limited (“SMSF”).

This copyright notice applies to all text, images, software programs, databases and all other literary, artistic, cinematographic, audio or other “works” as defined under the Copyright Act 1968 (Cth) published by SMSF on this Site, but excludes any third-party content licensed by SMSF for use on this Site, which remains the property of the respective owners.

No part of this Site may be reproduced in any form or by any means, stored in any computer or other retrieval system or transmitted in any form, except for the internal business purposes of the recipient, without the prior permission of SMSF or of the owner, as the case may be.

Unless otherwise noted, all product names and logos used within this Site are the trade marks and/or service marks of SMSF. All other unregistered and registered trade marks are the property of their respective owners. All other intellectual property rights of SMSF in respect of any material contained on this Site are expressly reserved.

The SMSF Academy Pty Ltd, ABN 53 146 136 521

© SMARTER SMSF PTY LTD. All rights reserved. ABN 40623209021