FREE PAYG MEMBERSHIP

Access to the most in-depth SMSF legal, pension and compliance documents.

 

Benefits of PAYG:

  • Access to over 50+ documents.
  • All are best practice, current and regularly updated.
  • Designed for the accounting and financial planning industry.
  • Seamless integrations with BGL and Class.
  • Download your copy of the full document price list here.
  • When you’re ready, make the smart move, and become a subscription member.

 

A few popular SMSF specialised documents we provide:

 

Would you like to know more

About Smarter smsf

Smarter SMSF evolved from The SMSF Academy, founded in 2010 by accountant, Aaron Dunn and lawyer, Ian Glenister – both accredited SMSF specialists. Our focus was always simple. To bridge the gap in training, education and tools so you can grow your business through self-managed super funds.

The SMSF Academy, provided thousands of practitioners with hands on skills and information they needed to incorporate best-practice into their SMSF business.

Our emphasis hasn’t changed over the years. We are still committed to helping professionals understand SMSF and stay ahead of the curve in a highly dynamic field.

We recognised that our clients required an equivalent amount of flexibility from our services. This is why we became Smarter SMSF – to offer an even greater level of industry education, training and specialist tools to our members.

Learn (Training and development)

  • 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.

Create (Pension, Compliance and Legal Documents)

  • Create – offers a full range of SMSF pension and compliance documentation.
  • Create (Legal) – offers the most in-depth range of SMSF legal documentation.
  • Fully integrated with cloud-based SMSF software via the Smarter SMSF online platform.
  • 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.

Support (on all SMSF technical issues)

  • Expert support on everything to do with SMSF.
  • Priority access to Smarter SMSF’s knowledge team, available via our platform and on the phone to resolve any issue or answer any SMSF questions you may have.
  • Our team of software experts is also available to ensure Smarter SMSF products deliver a consistent and seamless experience every time (this general support is available with every one of our products).
  • Highly recommended for Financial Planners and Accountants.

Integration Class

Save time and build best-practice SMSF legal, pension and compliance documents seamlessly using our two way integration with Class.

Integration BGL

Save time and build best-practice SMSF legal, pension and compliance documents seamlessly using our two way integration with BGL’s Simple Fund 360 & CAS 360.

Hear from those who made the smart move

Kylie Anderson, 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.”

Ati Ardian, Crosscorp Business Advisors

“I Iove that we have a someone who knows what is going on with Super Legislations (especially with the webinar updates) and also the ability to tap into documents that are prepared by the lawyers to document all the SMSF documentation requirements. The Smarter SMSF pension documents, for example have additional features that can be created and adjusted because they link back to the trust deed. “

Glenn Delaney, Australian SMSF Solutions

“My staff and business get great value from the ‘Create Pension and Compliance’ documents as well as our Create Legal’ membership to access high quality SMSF legal documents through a cost-effective solution. As well as being impressed with our ‘Learn and Support’ products for the in-depth training and knowledge we receive.”