The SMSF
answer you need,
right now
Smartie AI gives SMSF practitioners instant, trusted answers to complex technical questions — grounded in Smarter SMSF expertise, available 24/7.
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Smartie SquadTechnical support is broken
SMSF practitioners lose hours every week — and pay premium fees — chasing reliable answers to technical questions.
Time-consuming research
Hours chasing answers across legislation, rulings, and advisers — time better spent with clients.
Expensive per-query fees
Professional technical support adds up fast. Recurring questions become a significant overhead.
Uncertain confidence
Even after paying, you're still seeking validation — more time, more cost, more frustration.
Expert answers in four steps
Smartie combines Smarter SMSF's curated knowledge base with enterprise-grade AI to deliver reliable answers — instantly.
Ask your question
Type any SMSF technical query in plain language — or choose from 59 curated prompts in the Playbook.
Smartie searches
Your Smartie Squad specialist agent searches curated Smarter SMSF content — not the open internet.
Grounded answer
Responses include regulatory references and clear explanations. Can't answer? It logs a support ticket automatically.
Generate & save
Copy responses, generate file notes or SoA extracts, and access full chat history anytime.
Six specialist agents. Every SMSF topic covered.
Each Squad member is a dedicated AI specialist trained on a specific domain of SMSF law — so every answer comes from focused expertise, not a generic model.
Contributions
Concessional and non-concessional caps, bring-forward rules, TSB interactions, downsizer contributions, work test exemptions, and excess remediation.
Pensions & Benefit Payments
Pension commencement, transfer balance cap, death benefits, conditions of release, and TBAR reporting obligations.
Investment Rules
Sole purpose test, in-house asset rules, LRBAs, NALI/NALE mechanics, and investment strategy governance.
Trusteeship & Membership
Trustee structure, disqualified persons, trust deed requirements, and ATO audit responses.
Estate Planning
BDBNs, reversionary pensions, death benefit tax optimisation, re-contribution strategies, and fund wind-up.
Fund Taxation
ECPI, CGT mechanics, NALI tax, reserving strategies, TBAR reporting, and Division 296 implications.
See Smartie at work
Built for real practitioner workflows
Every Smartie Squad agent has a full chat history, so you can pick up any conversation where you left off. The Playbook gives you 59 curated prompts to get started instantly.
Playbook — 59 expert-curated prompts across all 6 Smartie Squad agents, organised by topic.
Chat history — every conversation is saved and searchable, so your work is never lost.
Smart escalation — when Smartie can't answer, it automatically logs a support ticket with the Smarter SMSF team.
Copy & export — copy any response directly into your file notes, SoA, or client email with one click.
Save time. Reduce cost. Gain confidence.
Hours researching across multiple sources and legislation
Expensive professional fees per query — costs compound fast
Waiting days for adviser responses and callbacks
Seeking second opinions for confidence and validation
Manual drafting of every file note, email and document
Instant answers from your dedicated Smartie Squad specialist
A fraction of the cost per interaction — flat subscription
Available 24/7 — zero waiting, zero callbacks
Built-in regulatory references for built-in confidence
Copy responses directly into file notes, SoAs and emails
Simple, scalable subscriptions
All tiers access the full Smartie Squad — all 6 agents, all 29 topics, all 59 prompts. Choose based on your team's usage volume.
Secured by design
Built on Microsoft Copilot Studio's enterprise-grade infrastructure, with zero trust architecture and data loss prevention enforced from day one.
No PII data
Zero client, employee, transaction, or personally identifiable information ever used or stored.
Zero trust + DLP
Enterprise-grade security with Data Loss Prevention enforced throughout every interaction.
Rule-based guardrails
Controlled responses within defined boundaries. Strictly domain-restricted to SMSF topics.
Human-in-the-loop
Oversight mechanisms ensure quality and accountability at every stage of the process.
Regulatory grounded
All responses grounded in trusted Smarter SMSF references — not the open internet.
Anti-hallucination
Orchestration layer designed specifically to minimise AI confabulation and errors.
A smarter future, powered by AI
This first stage lays the groundwork for AI-enabled transformation — for Smarter SMSF and the broader SMSF sector.
6 specialist agents, Playbook & chat history
Full Smartie Squad live: technical queries, compliance guidance, curated prompts, and smart escalation to the Smarter SMSF team.
Workflow automation & document generation
Full document generation suite, workflow automation, and API connections to practice management software.
AI-enabled SMSF ecosystem
A fully integrated SMSF AI ecosystem that can serve the entire profession — from advice to administration.
Frequently asked
Anything else? We'd love to hear from you.
Try Smartie nowVisit smartersmsf.com/ask-smartie to explore a free demo.
Work smarter
with Smartie
Trusted, secure, and built for SMSF professionals. Access all 6 Squad agents, 29 topics, and 59 curated prompts.
