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
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
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
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
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
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
Yes – 4 hours
Yes – CFoSMSF only
On PAYG basis
Discounted
Discounted
6
No
Any size firm
CPD Regular
Yes – 4 hours
Yes
Yes
Limited
Discounted
Minimum of 15 hrs
No
Any size firm
CPD & Support
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
