Accountants Bundle

$550.00 (incl. GST) / month  

Up to 100 funds, then $5 per fund p/mth

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or login if you are a member.

Accountants Bundle

This bundle allows you online access to practical and compliant documentation for common conversations you have with your SMSF clients. All are best practice, current, and regularly updated. Our Smarter bundles integrate with BGL and Class allowing you to streamline your SMSF administration, delivering a truly automated and profitable solution for your business.

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.

Smarter Accountants Bundle comprises of:
Full Create document suite
+ New SMSF
+ Company Incorporation (excl. ASIC fee)
+ DBN’s

Up to 100 funds, then $5 per fund p/mth.

Ordering online

To start ordering a smarter way, simply follow these steps:

  1. Purchase one of our monthly or annual subscriptions to become a member
  2. You will receive payment confirmation and an email to login to the Smarter SMSF platform
  3. Select the document that you wish to create
  4. You’ll have the order/document instantly delivered to you in less than 5 mins
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Need assistance?

If you require help with ordering your SMSF documents, get in contact with us via live chat, by telephone on 1300 95 94 76, email team@smartersmsf.com.

Become a Member

We offer the following subscription as an Accountants Bundle:

Accountants Bundle – $550 (incl. GST) per month

Comprising of:
Create (full access to pension and compliance documents)
+ New SMSF
+ Company Incorporation (excl. ASIC fee)
+ DBN’s

Up to 100 funds, then $5 per fund p/mth.

Ordering Pay-As-You-Go (PAYG)

Or you have the option to order any document as a PAYG member.

Download the PAYG document price list

What does this Accountants bundle consist of?

You will have membership access to our full suite of Create pension and compliance documents, as well as the following legal documents:
+ New SMSF
+ Company Incorporation (excl. ASIC fee)
+ DBN’s

Up to 100 funds, then $5 per fund p/mth.

If I only buy the Accountants Bundle, how do I get access to more Legal documents?

Where you sign up for the Accountants Bundle, it will enable you to purchase on a “Pay as you go” basis from all our other available documents too. Total flexibility, to allow you to spend smarter on the documents you really need.

Who prepares the documents?

The legal documents are drafted and maintained by Ian Glenister, who is a practising lawyer and co-founder of Smarter SMSF.  Ian was the first lawyer in Australia to become an accredited SMSF Specialist.  He, along with Aaron and another SMSF specialist solicitor, Chris Hill catch up regularly to look the creation of new documents and any updates/changes to the existing documents available on the platform.

 

The pension and compliance (create package) documents are prepared predominantly by Aaron, given his knowledge and focus on the latest issues and strategies on SMSFs.  These documents are overseen by Ian and Chris, ensuring consistency with the trust deed and other legal documents.

Can't I get some of these documents within my SMSF software (BGL or Class)?

Yes, you are correct, however these documents from the SMSF software are more generic in nature and don’t necessarily follow the rules of the trust deed. Our pension documents for example have additional features that can be created and adjusted because they link back to the trust deed. If you would like further technical understanding of these issues, please don’t hesitate to contact us.

New Fund Establishment – Sample Document

View a sample copy here.

 

Other references

ATO – Setting up a SMSF

ASIC’s MoneySmart – Setting up a SMSF