Create25

Allows you full access to create up to any 25 documents annually

$150.00 (+ GST) per month

ORDER NOW

Only pay for the documents you need

Create25

As a member of Create25 – you are provided with online access to ALL our documents, and to create up to any 25 documents annually. 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.

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.

Our Create packages give you the flexibility of accessing any pension, compliance or legal documents you may need. Simply determine the number of documents you would use annually, then select the monthly subscription package that works for you.

A few of the specialised documents we provide: Fund establishment, Trust deed upgrades, Death benefit nominations, LRBA’s, Pension commencement, Lump sums, Investment strategies.

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.

Ordering online

To start ordering, follow these steps:

  1. Simply determine the number of documents you would use annually.
  2. Then select and purchase the monthly subscription package that works for you, to become a member
  3. You will receive payment confirmation and an email to login to the Smarter SMSF platform
  4. Select the document that you wish to create
  5. You’ll have the order/document instantly delivered to you in less than 5 mins

* Please note all subscription charges are monthly subscriptions on a minimum 12 month contract.

Become a Member

$150 (+ GST) per month

Create25 provides access to the complete range of SMSF pension, compliance and legal documents available on the Smarter SMSF platform. Your package allows you to create up to any 25 of these documents annually.

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 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.

What if I need more documents?

You can easily upgrade to the next package. Just drop us an email or upgrade via the dashboard on our platform.

TRIS to Retirement Phase – Sample Document

View a sample copy here.

 

Other references

ATO – Setting up a SMSF

ASIC’s MoneySmart – Setting up a SMSF