A practical and compliant solution for unlicensed accountants documenting the common conversations with your SMSF clients.
All are best practice, current, and regularly updated. You can seamlessly generate these documents using our integrations with BGL’s Simple Fund 360 and Class Super.
Smarter SMSF is industry connected and nimble. As changes occur in regulation or legislation we review and adapt our documents accordingly. So they are always accurate, thorough and compliant. We are on top of issues as they arise, talking with our members and then generating what they need to pass on the benefits of this knowledge to their clients. To achieve this level of specialisation takes real world accounting, advice and legal experience, acquired over more than 20 years as practitioners.
Our create (comply) product, built in conjunction with Licensing for Accountants (L4A) and with legal sign-off by Holley Nethercote lawyers, gives you as an unlicensed accountant access to a range of letters covering off on a range of SMSF topics, including:
- Setting up a new SMSF
- Pension Commencement
- Annual Pension Amounts (incl. above minimum pension amounts)
- Lump Sum / Partial Commutation
- Death Benefit Nominations
- Investment Strategy
- Year End Tax Planning (including make contributions)
- Winding up a SMSF
You can access these letters as a member for a single monthly payment, with the ability to purchase from our suite of SMSF legal, pension and compliance documents as required on a ‘pay as you go’ (PAYG) basis or bundle together as a monthly subscription fee.
All document orders are supported with the technical knowledge from our in-house team of experts. Find out more…