Create (SMSF Pension & Compliance) Documents

From: $250.00 + GST / month with a 14-day free trial

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

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Category: SKU: CREATE

Description



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

As a member, you are provided with online access to more than 50 specialised 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 package (pension & compliance) gives you the flexibility of accessing either the pension and compliance documents as a member for a single monthly payment, with the ability to purchase from our suite of SMSF legal documents as needed on a ‘pay as you go’ (PAYG) basis or 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:

  • Pension commencement
  • Pension commutations
  • Lump sums
  • TRIS to Retirement Phase
  • Annual Pension Review including above minimum pension amounts
  • Met condition of release
  • Investment strategies
  • Contribution reserving
  • Member contributions
  • Acquire an Asset Minute
  • Trustee Consent
  • Winding up SMSF Minutes

Additional information

Type

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