To start ordering, simply follow these steps:
- Sign up to the Smarter SMSF platform (it’s free).
- You will receive an email with your login details.
- Once logged into our platform, select ‘Documents > Create New’.
- Follow the prompts, review & submit your order.
- You’ll have the order instantly delivered to you in less than 5 mins.
Benefits of trying us out for free:
- Choose from 10 SMSF documents to try (1 per month).
- All best practice, current and regularly updated.
- Guidance through document flows to assist in populating orders.
Documents available to try for free:
SMSF Establishment, Trust Deed Upgrade, DBN, Pension Commencement, Partial Commutation, Rollback of Pension, Lump Sum, Work Test Minutes, Met Condition of Release, Downsizer Contributions.
Find out more HERE.
When signing up for free documents, one document per month is free of charge. If you wish to purchase more documents or more than one of the same, these can be ordered at PAYG pricing, or a paid subscription membership package can be purchased. No customisation nor integrations are available with the above free document offer.