SMSF Documents List – Smarter SMSF

Smarter SMSF Documents

Australia's most comprehensive SMSF document library.

Legal, compliance and pension documents built for accounting and financial planning professionals — now with AML/CTF compliance built right in.

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SLR Smarter Legal Review DS VOI required (AML/CTF) On Request Order via the Smarter SMSF team Coming Soon Form in development NEW Recently added

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SMSF Compliance

Investment strategies, contributions, rollovers, audit confirmations, and trustee minutes

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Benefit Payments

Pensions, lump sums, commutations, rollovers, and benefit payment documents

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Legacy Pensions Hub NEW

Documents for converting and managing legacy complying pensions during the amnesty period