Our mission at Smarter SMSF is to help accountants, financial advisers and other professionals to comply with the complexities of SMSFs. At the core of our expertise is a commitment to staying in the know on the ever-evolving SMSF landscape – ensuring that we not only keep up-to-date with changes, but also anticipate them.

The Smarter SMSF document platform embraces cutting-edge technology, allowing you to create compliant SMSF documents through flexible and cost-effective subscriptions, or simply pay-as-you-go.

Since 2011 we have been working with a diverse range of clients – firms that have SMSF divisions to a growing number of specialist fund administrators. It is our depth of knowledge and real-life insights into the SMSF sector that allows us to continue to create real solutions for our clients.

It is our depth of SMSF knowledge and focus on SMSF documents only, that helps us to create specialist documents and solutions for practitioners. We create and own all of our document IP (including SMSF deed) – we don’t have any licence agreements, which gives you the confidence in utilising our documents without the risk of changes to suppliers.

Hosted on AWS servers in Sydney, our platform maintains a high standard of security, with multi-factor authentication (2FA), SSL certificates. We are subject to security assessments with key integration partners in accordance with the ATO’s DSP operational security framework.

Delivered instantly – Don’t waste time using your own templates, leverage technology that allows you to access your generated documents within minutes of them being submitted, saving you valuable time.