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 or products (Create25, Create50, Create100, Create250, Create500, 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).

If signing up for free documents, one document per month is free of charge. Any additional documents ordered will be priced at PAYG pricing (unless a subscription membership is purchased). No customisation nor integrations are available with the free document offer. The free subscription is only available to Accountants and Financial Advisers working within the SMSF Industry. Due to the technical nature of these documents, this subscription is not available to Trustees. Once your registration is approved, you will receive an email with your login details and further information about your membership.

Generating duplicate email addresses/accounts or dummy accounts will be a breach of the terms and conditions of the free documents subscription resulting in an immediate termination of your account (and any associated accounts).  We will also permanently delete any files generated within this/these accounts, and may exercise our rights under the terms and conditions of the subscription to recover fees in respect to documents you were not entitled to under the subscription (‘fair use’ policy).

Upon registration by a user to sign up for free, 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 free subscription.

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 within 24 business hours 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, Create500, 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).

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.

Copyright

© 2015 SMSF ACADEMY HOLDINGS PTY LIMITED  (now referred to as ‘Smarter SMSF’)

Copyright of this website (this “Site”) is owned by SMSF Academy Holdings 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 and ‘TheDunnThing’ logos are trademarks of SMSF Academy Nominees Pty Ltd.

The SMSF Academy Pty Ltd, ABN 53 146 136 521

© SMARTER SMSF PTY LTD 2018. All rights reserved. ABN 40623209021

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