Create (Comply)

From: $130.00 + GST / month

A practical and compliant solution for unlicensed accountants documenting the common conversations with your SMSF clients.

Click here to watch the recent webinar

Create (SMSF Pension & Compliance) Documents

In-depth SMSF legal, pension and compliance documentation for accountants and financial planners.
From: $250.00 + GST / month

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

Future of smsf – report 2018

$299.00 + GST

**AVAILABLE NOW**

Thanks to everyone who participated in the Future of SMSF survey. Your valuable time taken out of your busy schedules to complete the survey is truly appreciated. We would like to acknowledge the support of our key partners in the Future of SMSF survey, BGL Corporate Solutions, Act2 Solutions and CLASS. The goal of this report is to help professionals to better understand the SMSF sector and the future direction of SMSF business models.

Please note: If you are purchasing our Future of SMSF online course you will receive the final report for **FREE**.

Future of smsf 2018 – online course

$315.45 + GST

This online course will help you to create a blueprint for a successful modern SMSF practice. Broken down into a series of modules; we will help you to gain key insights into your service delivery, pricing model, impact of technology, how to leverage the utilisation of key partners and resources, and understanding the different types of relationships held with your SMSF clients. Member price for the online course is $199 (incl. GST), and non-members can purchase the course for $347 (incl. GST). Please note, when purchasing this online course, you will receive the Future of SMSF final report for FREE.

Release date: 23 November, 2018