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Book a Demo
Documents
Smarter documents
Platform features
Popular documents
Company Incorp Special Purpose
SMSF Establishment / New SMSF
SMSF Trust Deed
SMSF Change of Trustee
SMSF Investment Strategy
Binding DBN
Non-binding DBN
Pension Commencement
Partial Commutation – Cash
Lump Sum Payment SMSF
Rollback of Pension
TRIS to Retirement Phase
Limited Recourse Borrowing
Full Document List
Integrations
BGL
CLASS Super
SuperMate
Integrations Week
Legacy Pension Conversions
Legal
Smarter Legal Review
Smarter Legal Week
PAYG sign up
CPD Training
About our CPD
SMSF Day 2025
All events
Courses
SMSF essentials course
SMSF foundations course
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Do you have a
modern SMSF practice
?
Complete the assessment below to find out your score
Name
*
Email
*
Number of SMSFs in your business?
*
Select one
< 25
25 - 100
101 - 250
251 - 500
> 500
Total Revenue from SMSF activities?
*
Select one
< $75
$75k - $250k
$250k - $500k
$500k - $1.25M
> $1.25M
How do you provide the SMSF services within your business?
*
Select one
Within general practice
As SMSF specialist division
As SMSF specialist business
Which of the following services to do provide?
*
Fund Establishment
Fund Administration
Annual Compliance
Audit
Strategic Advice
Investment Advice
Post Retirement Planning
Insurance
Borrowing (LRBAs)
Estate Planning
Education
Technical Support
Other
What is the primary way that you deliver services to your SMSF clients?
*
Select one
Annual
Half-Yearly
As required
Regular (Quarterly)
Regular (monthly)
Regular (Daily)
What software do you currently use for your SMSFs?
*
Select one
Simple Fund 360
Class
SuperMate
Simple Fund (desktop)
APS Desktop Super
General cloud accounting software
Desktop accounting software
Other (e.g. excel)
How do you currently charge for the SMSF services provided?
*
Select one
Time-cost
Fixed fee
How do you invoice your clients for the work completed?
*
Select one
Annual
Half-Yearly
Quarterly
Monthly
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