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Create (SMSF Pension & Compliance) Documents
In-depth SMSF legal, pension and compliance documentation for accountants and financial planners.
From: $250.00 + GST / month
Access the most in-depth range of SMSF pension and compliance documents, including use of software integrations with BGL & Class.
Create (Legal) SMSF Legal Documents
Access the most in-depth range of SMSF legal documents, including use of software integrations with BGL & Class.
Support
Enjoy the confidence that comes with great service and support – from SMSF knowhow to technical expertise.
From: $90.00 + GST / month
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.
Learn
Our learning package makes currency of knowledge an everyday experience.
From: $70.00 + GST / month
Industry-leading web-based live training to navigate the complexities of SMSF, including changing regulatory requirements.
Smarter Unlicensed Accountants Bundle
As a member, you are provided with online access to practical and compliant documentation for common conversations you have with your SMSF clients.
Our Smarter Unlicensed Accountants Bundle comprises of:
Create (full pension and compliance document suite)
+ New SMSF + Company Incorporation (excl. ASIC fee)
+ DBN’s + Create (Comply)
Up to 100 funds, then $7 per fund p/mth.
(In BETA)
Smarter Accountants Bundle
As a member, you are provided with online access to practical and compliant documentation for common conversations you have with your SMSF clients.
Our Smarter Accountants Bundle comprises of:
- Full Create document suite (pension and compliance documents)
- New SMSF
- Company Incorporation (excl. ASIC fee)
- Discretionary Trust
- Unit Trust
- DBN’s
Up to 100 funds, then $5 per fund p/mth.