SMSF Documents & SMSF Academy Melbourne

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CPD TRAINING
Grow your SMSF knowledge with our comprehensive online learning platform, via events, courses and webinars.

More info on CPD Training

SMSF DOCUMENTS
The most in-depth range of legal, pension & compliance documents available, integrated with your SMSF software

SMSF Documents List

PACKAGES
Enjoy all the benefits of our subscription packages for you and your team, saving you time and money, leveraging what the best practitioners use.

Become a member

smart

Aaron Dunn

CEO & Co-founder
Smarter SMSF

We believe that

people stick together

Pascoe Partners Accountants

smarter

than your average

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Over 15+ CPD hours delivered live each calendar year, including four quarterly updates, SMSF tax planning and much more.

Live webinar training

Access to webinar recordings

Over 60 hours of accredited CPD training is available to watch on the Smarter SMSF platform at anytime and on any device

Face to face / virtual events

Smarter SMSF runs events throughout the year including its annual SMSF day, along with a range of specialist masterclass events.

Multiple subscription options

Available for single user or for a business (up to 5 staff) to access quarterly updates or all webinar events throughout the year.

Track your CPD

All training completed via the Smarter SMSF platform is awarded a CPD certificate and collates your hours through your user profile.

Award-winning SMSF education

Smarter SMSF and its team have been recognised as industry leaders in the SMSF sector, recognised for their contribution and leadership on key issues and strategies.

"As a member, I Iove that we have access to what going on with super legislation (with the webinar updates) and the ability to watch these at anytime via the Smarter SMSF platform. It allows us to keep up-to-date and take advantage of opportunities with our clients in a timely fashion"

Ati Ardian

Register for an upcoming event

SMSF Annual Compliance Masterclass 2025

by Smarter SMSF

26-08-2025 11:00 AM to
26-08-202502:30 PM

#Paid

** SAVE 20% OFF EARLY BIRD TICKETS UNTIL 31 JULY 2

Changing Face of SMSF

by Smarter SMSF

10-09-2025 12:00 PM to
10-09-202501:30 PM

#Paid

** SAVE THE DATE ** More details about this upcomi

Smarter SMSF Update – July 2025

by Smarter SMSF

16-07-2025 12:00 PM to
16-07-202501:00 PM

#Free

Join us for our upcoming Smarter SMSF Update, the

Dealing with trustee changes

by Smarter SMSF

06-08-2025 12:00 PM to
06-08-202501:00 PM

#Free

Life’s curveballs can send trusteeship of a

SMSF Doc Calendar Events

Find out more about what’s on the Smarter SMSF event calendar

VIEW UPCOMING EVENTS

SMSF document provider

RJS Accounting

smarter

choice as

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See document list

Create from more than 70+ legal, pension and compliance documents that are regularly reviewed by our SMSF specialist team and maintained with the current super & tax laws.

Best practice SMSF documents

Key integrations

Save time with our seamless 2-way integrations with your SMSF software (BGL, Class & SuperMate), along with various government agencies for company incorporations (ASIC) and for ABN/TFN registrations (ABR).

Delivered instantly

Don't waste time using your own templates and relying on others to create for you. Access your generated documents within minutes of them being submitted, saving you time and focusing on what you do best.

Built & owned by us

All SMSF documents are built by, owned and maintained by Smarter SMSF. This ensures that there will be no change to your provider as our team of specialists and members collaborate to build best-of-breed documents.

Access to legal support

Smarter SMSF provides legal support through our partnership with Hill Legal, giving you the confidence that our documents are backed with the help that you may need.

Multiple subscription options

Save money by choosing a subscription that suits the size of your business. Create from 25 documents p.a, which is available as either a monthly or annual subscription.

"As a small firm it is great having access to training, documents & support when needed to deliver a high level of service to our clients. The response time is incredible and the BGL integration to create these documentation for our clients is invaluable, saving us significant time."

Kylie Anderson

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SMSF courses

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GROW YOUR SMSF KNOWLEDGE

Whether you are at the start of your SMSF education journey, want a better understanding of the essentials of self-managed super funds, or strive to become an SMSF specialist, Smarter SMSF has created a suite of self-paced online courses to help you and your team to grow your SMSF knowledge.

"We've had a bunch of new staff come through this year and the content has been phenomenal for them. It feels like they've gained a month compared to using other courses."

Doug Ballard