Provides you with an enterprise solution to build SMSF documents in a smarter way
A fully tailored solution to suit the size of your business
CreatePlus+ – Create your way.
With a CreatePlus+ subscription – you are provided with online access to ALL our documents, to create based on a subscription built for your SMSF business. All are best practice, current, and regularly updated, allowing for customisation in branding to suit your business needs. You can seamlessly generate these documents using our integrations with BGL’s Simple Fund 360, CAS360 and Class Super.
SMSFs. Now less work for you.
Smarter SMSF is industry connected and nimble. As changes occur in regulation or legislation we review and adapt our documents accordingly. So they are always accurate, thorough and compliant. We are on top of issues as they arise, talking with our members and then generating what they need to pass on the benefits of this knowledge to their clients. To achieve this level of specialisation takes real world accounting, advice and legal experience, acquired over more than 20 years as practitioners.
Smart. Straightforward. Affordable.
Our Create packages give you and your team the flexibility of accessing any pension, compliance or legal documents you may need. CreatePlus+ is a bespoke solution that allows you to build your SMSF documents in a smarter way.
It’s time to take control
A few of the specialised documents we provide: Fund establishment, Trust deed upgrades, Death benefit nominations, LRBA’s, Pension commencement, Lump sums, Investment strategies. With the CreatePlus+ package, you can access custom branding across a number of these documents for your SMSF clients.
Suits firms with 300+ funds. Includes SMSF administrators, larger firms and dealer groups.
Why you should use a Smarter Deed
The Smarter SMSF Deed has been built by SMSF specialists, Aaron Dunn (CEO, Smarter SMSF), Ian Glenister (Legal Officer, Smarter SMSF), and Chris Hill (Director, Hill Legal) for use by practitioners who need the confidence that comes with using best practice SMSF documents drafted by industry leading experts.
The Smarter Deed not only stays up-to-date with the latest superannuation laws, but also strategically considers topics impacting membership, contributions, income streams, estate planning and more.