INTEGRATIONS

Connect with our key software integrations as a smarter way to create your SMSF documents

Save valuable time with our key integrations with SMSF software providers, BGL, Class, & Supermate.

Leverage the two-way integrations built by Smarter SMSF to:

  • Use the data from your SMSF software to complete document orders
  • Send data and documents back into your SMSF software including a one-click setup process for new SMSFs and company incorporations.

Our integrations with ASIC allows you to incorporate new companies instantly, along with automatically applying for a fund’s TFN/ABN via the Australian Business Register (ABR).

Connecting with your SMSF software

Start leveraging the combined power of BGL & Smarter SMSF to efficiently build compliant SMSF documents using data from your Simple Fund 360 and CAS 360 software, saving you time in keeping your SMSF client’s up-to-date.  Use the BGL integration from the Smarter SMSF platform, or connect directly (via SSO) from within Simple Fund 360.

Update your client information in Simple Fund 360 and CAS 360 in just one-click when ordering various SMSF and company documents.

Combine Smarter SMSF’s documents to Class to streamline your SMSF administration, allowing you to deliver a truly automated and profitable solution for your business.

The two-way integration allows you to seamlessly create SMSF documents such as trust deed upgrades, pension commencements, commutations and many compliance documents using your Class data.

You also have the ability to create and update your Class information from various SMSF document orders, including the ability to setup a new SMSF within Class in just one-click.

An smarter integration that reflects our mate-ship in the SMSF industry… enabling you to save time using Smarter SMSF’s integration with SuperMate. Efficiently build compliant SMSF documents that will also help to manage risks in keeping up-to-date.

SuperConcepts, owner of the SuperMate software has created a document partnership with Smarter SMSF to deliver a range of legal, pension and compliance documents seamlessly for their clients with a two-way integration.

Connecting with government agencies

Smarter SMSF has connected to both ASIC and the ABR to enable you to incorporate and register for ABN/TFNs when ordering your SMSF related documents.

Company incorporations

Create and incorporate standard and special purpose companies on the Smarter SMSF platform within just minutes using our integration with the Australian Securities and Investment Commission (ASIC).

Set up a company as a stand-alone order or use our Docflows feature to save you time in ordering this document as part of an overall workflow – e.g. fund establishment.

ABN/TFN registration

Create multiple orders in a single process through our fully integrated bulk orders process, or import data as a CSV file to populate an orders form – both saving you significant time when generating documents.

Create CSV import templates to prepare document orders in bulk, using details from your own database, or simply connect to your SMSF software and choose the clients to include in the bulk order.

So, what’s your next smart move?

or… give us a call on 1300 95 94 76 or email team@smartersmsf.com