Create online, delivered instantly
To start ordering, simply follow these steps:
- Sign up to purchase documents as a PAYG member.
- You will receive an email with your login details.
- Once logged into our platform, select ‘Documents > Create New’.
- Select the document you require to start.
- Review & submit your order.
- You’ll have the order instantly delivered to you in less than 5 mins.
How to videos
Order a new SMSF
This video explains the process in ordering a new SMSF on the Smarter SMSF platform.
One click fund set up in Class
This video explains the one-click process to automatically set up your fund after ordering within your Class software.
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 firstname.lastname@example.org.
Become a Member & save
We recognise that practices come in all different shapes and sizes, and that’s why our Create document packages have been developed as a bundle to suit the size of your SMSF business. Our document packages start at $180 p/m for ANY 25 docs p/a and provide a substantial saving monthly.
To work out how many documents you might need for your business, try our document calculator that can help to determine the package that is right for you.
What is the structure of the fixed unit trust?
Who can be a unit holder in the unit trust?
Can additional units be issued after the trust is established (initial unit holders)?
How are units disposed of in the unit trust?
Unit Trust – Sample Document
Our sample document is currently being updated.