Smarter documents, with smarter choices - providing a legal review option when ordering documents, delivered by the team at Hill Legal.
The Smarter Legal Review (SLR) is an innovative solution by Smarter SMSF, in conjunction with Hill Legal, designed to assist advisers in mitigating the legal risks associated with the preparation of various SMSF documents, by obtaining expert legal review before client sign-off utilising our streamlined process. In addition, the SLR service provides support for practitioners who have identified issues or defects in any SMSF documents that require rectification.
Both document subscribers and those ordering on a pay-as-you-go (PAYG) basis, can choose from the different levels of legal review as part of your document order, or simply prepare and generate the document you require without any legal oversight. Benefit from the expertise and specialisation of the team at Smarter SMSF in building your SMSF documents, whilst having the legal backing of the Hill Legal team.
That is a smarter way to order your SMSF documents.
Review Levels & Pricing
When order from the legal documents available on the Smarter SMSF platform, choose the level of legal review that you wish to obtain with the order, or simply populate the relevant form to submit your order and generate the document.
No Legal Review
Complete order & submit
$0
per order
- You enter the data on the relevant Smarter SMSF form
- You choose not to have any legal review
- You submit the order
- The document will generate based upon the information entered into the form
- No advice, discussion or legal review has been provided to you about the document.
Scoped Review
Level 1
$300 + GST
per order
- You enter the data on the relevant Smarter SMSF form
- You choose to have legal review
- Hill Legal will review the details of the submitted order, along with one (1) previous amendment (excluding establishing deed)
- Hill Legal will provide a legal sign-off letter for the order
- User will complete complete order and generate document after legal review completed
Comprehensive Review
Level 2
$600 + GST
per order
- You enter the data on the relevant Smarter SMSF form
- You choose to have legal review
- Hill Legal will review the details of the submitted order, along with the chain of up to three (3) previous deed amendments and other changes (excluding the establishing deed)
- Hill Legal will provide a legal sign-off letter for the order
- User will complete complete order and generate document after legal review completed
Simple Rectification
Level 3
$400 + GST
per order
- You understand there’s an error or missing information to be fixed
- You complete the Deed of Rectification form and note the type of rectification
- You submit the form with the relevant documents
- Hill Legal will review the details of the submitted order and documents
- Hill Legal will prepare a Deed of Rectification / Ratification
- User can then undertake any subsequent order based upon the rectification.
Bespoke Review
Level 4
Quoted
per order
- You enter the data on the relevant Smarter SMSF form and choose to have legal review
- It has been identified that a rectification is required due to irregularities or defects in the pre-existing documents.
- Hill Legal will review the details of the submitted order, and provide a quote for the scope of the work required.
- Hill Legal will prepare the necessary Deed of Rectification or Deed of Adoption of a new trust deed (e.g. where lost).
- User will complete complete order and generate document after legal review completed
About the Smarter Legal Review
Watch the webinar with Aaron Dunn and Chris Hill about the launch of the Smarter Legal Review service – recorded on 9 April 2024.
How it works
Order document
Choose the legal document that you wish to prepare on the Smarter SMSF platform and select legal review when submitting the order.
Submit & pay for order
Choose the level of legal review that you want conducted on the order that has been prepared. Refer to the legal review options (above) for the different types of legal review available. Pay the legal review amount and submit the order on the Smarter SMSF platform. You will receive a notification to advise that legal review has been requested on the document. The document will not be generated by the user until the legal review has been completed.
Start legal review
Smarter SMSF will arrange for the legal review process to commence and provide the relevant entry details and any attached documents to Hill Legal to conducted the legal review.
Completion of legal review
Upon completion of legal review, Hill Legal will issue legal sign off letter to the user to complete the order on the Smarter SMSF platform. If there is any issue(s) identified as part of the legal review, Hill Legal will contact you to discuss the matter to try and resolve.
Finalise document order
Once the legal sign-off letter has been received by the user, you will go into the Smarter SMSF platform to update the order to ‘completion of legal review’ and submit to generate the final documents.
Wish to find out more about the Smarter Legal Review?
Get in contact with us, team@smartersmsf.com or call 1300 95 94 76.
