Create pension and compliance documents
Our Create subscription membership, allows you full access to order as many SMSF pension and compliance documents as you need, for the price of $275 (incl. GST) p/m or annually for the price of $2,750 (incl. GST). All fully integrated with cloud-based SMSF software via the Smarter SMSF online platform.
A few of the specialised documents we provide: Fund establishment, Trust deed upgrades, Death benefit nominations, LRBA’s, Pension commencement, Lump sums, Investment strategies. All are best practice, current, and regularly updated. You can seamlessly generate these documents using our integrations with BGL’s Simple Fund 360, CAS360 and Class Super.
Why you should use a Smarter Deed
The Smarter SMSF Deed has been built by SMSF specialists, Ian Glenister (Legal Officer, Smarter SMSF), Aaron Dunn (CEO, 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.
To start ordering a smarter way, simply follow these steps:
- Purchase one of our monthly or annual subscriptions to become a member
- You will receive payment confirmation and an email to login to the Smarter SMSF platform
- Select the document that you wish to create
- You’ll have the order/document instantly delivered to you in less than 5 mins
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 email@example.com.
Become a Member
We offer the following subscription for Create pension and compliance document suite:
Create – $275 (incl. GST) per / month with a 14-day free trial
$2,750.00 (incl. GST) / year with a 14-day free trial
providing unlimited monthly access to the complete range of SMSF pension and compliance documents available on the Smarter SMSF platform.
Ordering Pay-As-You-Go (PAYG)
Or you have the option to order any document as a PAYG member.
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 dont hesitate to contact us.
If I buy just the 'Create' product package, how do I get access to the Legal documents? (and vice versa)
Where you sign up for Create only or Create (Legal) only, 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.