Access to the most in-depth SMSF legal, pension and compliance documents.
To start ordering, simply follow these steps:
- Sign up to the Smarter SMSF platform (it’s free).
- You will receive an email with your login details.
- Once logged into our platform, select ‘Documents > Create New’.
- Follow the prompts, review & submit your order.
- You’ll have the order instantly delivered to you in less than 5 mins.
Why sign up?
- For full access to 80+ best practice SMSF Documents.
- Guidance through document flows to assist in populating orders.
- Access your saved orders and track your purchase history.
- Seamlessly integrate with BGL, Class & SuperMate.
- Faster checkout for your next order.
Would you like to know more
- Comprehensive, in-depth online learning resources.
- Specialist knowledge to ensure that you are enabling better retirement outcomes for your clients.
- Industry-leading web-based live training to navigate the complexities of SMSF, including changing regulatory requirements.
- Access to the most current, in-depth information via face-to-face events and webinars.
- All training is accredited for professional development obligations via the SMSF Association, FPA Australia and the major accounting bodies.
- Highly recommended for Financial Planners and Accountants. Find out more
- Create – Document packages …offers a full range of SMSF pension, legal and compliance documents.
- Fully integrated with cloud-based SMSF software via the Smarter SMSF online platform.
- Some of the many specialised documents we provide: Fund establishment, Trust deed upgrades, Death benefit nominations, LRBA’s, Pension commencement, Lump sums, Investment strategies, etc.
- Our platform is fully integrated with BGL’s Simple Fund 360, CAS360 and Class Super.
- Highly recommended for Accountants. Find out more about document subscription packages.
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. Click here >> SuperMate Integrations.
Save time and build best-practice SMSF legal, pension and compliance documents seamlessly using our two way integration with our key integrations available on the Smarter SMSF platform with SMSF software providers and various government agencies. Click here TFN/ABN Integrations.
Hear from those who made the smart move
“It is great to get our SMSF documents and training all delivered by one reputable provider – Smarter SMSF. I have known Aaron from attending various conferences in the past and was always impressed by his knowledge in SMSF, his connections in the industry and his ability to provide in depth training and support.”
Kylie Anderson, CA SMSF Specialist
RJS Accounting Services
“As a small firm it isn’t easy to keep up with the constant changes in the SMSF industry, so having access to specialised advice and documents when needed is paramount to continuing the high level of service we offer our clients. The response time to questions is incredible. And the online access to templates to create compliance documentation for our clients with the ever-increasing need for minutes and documentation is invaluable to our firm.”