Document packages

Only pay for the number of documents you need!

Our Subscription packages offer our full range of documents at a flat rate per month or once off for the year. This enables you to stay within your budget by predicting and controlling your spend.

We recognise that practices come in all different shapes and sizes, so we have developed document packages to suit the size of your SMSF business. Starting from $180 p/m for ANY 25 docs p/a.

  • Simply determine the number of documents you would use annually. (or use our Docs Calculator)
  • Select the monthly subscription package that works for you.
  • Get access to ALL 70+ documents from within our range.
  • And integrate with BGL, Class and SuperMate to save you time.
Monthly Annually

Pay Annually and save up to 20%

Pay As You Go

PAYG

Select

Order using credit card

Access to all documents

BGL / Class / SuperMate
integration

User only access

Cannot reset orders

Additional fee for manual
document adjustments

Create25

$180 p/m

$1,800 p/a

Select

25 documents per
YEAR

Unlimited range of
documents

BGL / Class / SuperMate
integration

User console to manage
all of firm’s orders

Ability to reset orders*

Manual document
adjustments included**

Create50

$280 p/m

$2,800 p/a

Select

50 documents per
YEAR

Unlimited range of
documents

BGL / Class / SuperMate
integration

User console to manage
all of firm’s orders

Ability to reset orders*

Manual document
adjustments included**

Create100

$500 p/m

$5,000 p/a

Select

100 documents per
YEAR

Unlimited range of
documents

BGL / Class / SuperMate
integration

User console to manage
all of firm’s orders

Ability to reset orders*

Manual document
adjustments included**

* Not all fund orders can be reset – e.g. company incorporation, due to information having been finalised to pass across to ASIC.

** Manual adjustments include insertion of standard clauses such as removing employer sponsors, or where an Enduring Power of Attorney may be signing on behalf of a member

Please note all subscription charges are monthly subscriptions on a minimum 12 month contract and excludes ASIC fee. Full Conditions of Use available on website.

Training products

We are an industry recognised, award-winning, technical education provider in Australia. We assist you with our Continuing Professional Development (CPD) learning packages to help you excel in your role. Providing increased value to your organisation and your clients.

Monthly Annually

Pay Annually and save up to 20%

Whats Included

Price

Select

 

Quarterly Changing Face of SMSF Webinars (technical and regulatory updates )

Recordings, Slides and Workbooks

Resource Library (Checklists, eBooks, Flowcharts)

Online courses

SMSF day ticket

Total guaranteed CPD hours

Technical Support

Built for

CPD Quarterly

$0 p/m

Annual payment only

$300 p/a

Select

Yes – 4 hours

Yes – CFoSMSF only

On PAYG basis

Discounted

Discounted

6

No

Any size firm

CPD Regular

$80 p/m

monthly/annual 

$800 p/a

Select

Yes – 4 hours

Yes

Yes

Limited

Discounted

Minimum of 15 hrs

No

Any size firm

CPD Business

$200 p/m

monthly/annual 

$2,000 p/a

Select

Yes – 4 hours

Yes

Yes

Limited

Discounted

Minimum of 15 hrs

Yes – 30 mins p/mth (to 6 hrs p.a.)

Small to mid-sized firms