Create (Legal) SMSF Legal Documents

$900.00 + GST / month with a 14-day free trial

Access the most in-depth range of SMSF legal documents, including use of software integrations with BGL & Class.

Category:

Description



The most in-depth SMSF legal documentation available online for the Australian accounting and financial planning industry.

As a member, you are provided with online access to specialised legal SMSF documents. All are best practice, current, and regularly updated. You can seamlessly generate these documents using our integrations with BGL’s Simple Fund 360, CAS360 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 (legal) product gives you the flexibility of accessing legal documents as a member for a single monthly payment, with the ability to purchase from our suite of other SMSF documents as needed on a ‘pay as you go’ (PAYG) basis or as a monthly subscription fee.

All document orders are supported with the technical knowledge from our in-house team of experts.

A few popular SMSF specialised documents we provide:

  • Company Incorporation
  • SMSF Establishment
  • SMSF Deed Upgrade
  • SMSF Change of Trustee
  • SMSF Change of Name
  • Limited Recourse Borrowing Arrangement (LRBA)
  • Death Benefit Nomination
  • Fund Member’s Guardian

Additional information

Type

Create – Legal (Monthly), Create – Pension & Compliance (Monthly), Create – Pension & Compliance (Annual)