DOCUMENTS

A smarter solution to help you to create compliant documents for your SMSF clients.

In today’s SMSF landscape, there’s an ever-increasing focus on the need for compliant SMSF documents. This requires knowledge, time and capacity to build and maintain these within your SMSF business.

At Smarter SMSF we provide the most comprehensive range of SMSF specialist legal, pension and compliance documents available in the marketplace today.

We believe the smart people stick together – with Hill Legal and our member community, we continue to create and evolve our SMSF specialist document suite.

It’s our relationship with our members, being nimble and adaptive to change and the quality of our SMSF documents that sets us apart from other providers in the industry.

A smarter way to create your documents

Create using Smarter Legal Review

Smarter SMSF provides the ability to have a range of documents legally reviewed before client sign off through our legal partner, Hill Legal. The Smarter Legal Review service is designed to help advisers risk mitigate legal issues that can arise with documents that are updated or created based upon an incomplete or defective trail of earlier created documents.

VIEW SMARTER LEGAL REVIEW

Leverage powerful platform features

The Smarter SMSF platform provides you and your team with much more than just ordering documents… it has a range of powerful and practical features to help to create and manage your SMSF client documents.

VIEW SMARTER PLATFORM FEATURES

Connect and create using your SMSF integrations

Save valuable time with our key integrations with SMSF software providers, BGL, Class, & Supermate. Leverage the two-way integrations built by Smarter SMSF to use the data from your SMSF software to complete document orders Send data and documents back into your SMSF software including a one-click setup process.

VIEW SMARTER INTEGRATIONS

Smarter docs

With 80+ documents available to order, some of our most commonly used documents include:

  • Company incorporations
    (standard & special purpose)

  • SMSF Deed updates
    (incl. QROPS)

  • Pension Commencements
    (ABP, TRIS & DBP)

  • Death Benefit Nominations
    (binding & non-binding)

  • SMSF establishments
    (incl. QROPS)

  • Change of Trustee
    (incl. incapacity & death)

  • Pension Commutations
    (partial & full)

  • Investment Strategies
    (incl. asset concentration)

Sample documents are available to view from our knowledge base, along with a changelog to keep track of deed and other document changes

VIEW DOCUMENT LIST
BOOK A DEMO

Smarter subscriptions

Order documents via a subscriptions, or simply pay as you go.

  • Save money by choosing a subscription that suits the size of your business. Starting from 25 documents p.a., subscriptions are available as either a monthly or annual payment.
  • A document subscription allows you to track the number of orders and can be upgraded at anytime to suit the needs of your business.
  • Whether you have a specific project to complete (e.g. deed upgrades), or you have an ongoing need for specialist SMSF documents, our subscription packages provide a significant discount to ordering documents on a PAYG basis.
  • Our pay-as-you-go (PAYG) option allows you to order at any time from our growing list of SMSF documents.
VIEW DOCUMENT PACKAGES

Watch our webinars

Learn more about our SMSF documents, features, updates and subscription packages from our regular webinars

View our YouTube channel for more videos

Hear what our clients have to say

Ati Ardian – Pascoe Partners Accountants
SMSF Manager

As a member, I love that we have access to what is going on with super legislation via webinar updates and the ability to watch these at anytime via the Smarter SMSF platform.  It allows us to keep up-to-date and take advantage of opportunities with our clients in a timely fashion.

Kylie Anderson – RJS Accounting
Director

As a small firm it is great having access to training, documents and support and when needed to deliver a high level of service to our clients.  The response time is incredible and the BGL integration to create these documents for our clients is invaluable, saving us significant time.

Trent Alexander

I get great value from my membership.  Aaron is always willing to assist with technical queries and keeps us updated with the latest strategies and industry developments on SMSF with his regular webinar training.  

Kylie Anderson

We are most happy with our membership to The SMSF Academy and hold regular team training sessions around the webinars and blog topics.  Should we have any additional questions or issues that come up with our clients, Aaron responds to our emails quickly and thoroughly!  It is an excellent resource for our accounting business.

Kylie Anderson

We are most happy with our membership to The SMSF Academy and hold regular team training sessions around the webinars and blog topics.  Should we have any additional questions or issues that come up with our clients, Aaron responds to our emails quickly and thoroughly!  It is an excellent resource for our accounting business.

Damian Monahan

Aaron always presents in a clear, easy to understand manner and we can take away insights that can be use in a very practical way in dealing with days to day client matters.

So, what’s your next smart move?

BOOK A DEMO
DOCUMENT PACKAGES
SIGN UP PAYG
DOCUMENT LIST

or… give us a call on 1300 95 94 76 or email team@smartersmsf.com