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Have you heard about our next training event?

SMSF Day Events – all around Australia

29 March – 8 April 2019

As an election year, along with the recommendations from the Royal Commission and Productivity Commission, the SMSF landscape is expected to further change and impact SMSFs.  These training events will help attendees to understand current technical and regulatory issues, along with providing interactive case studies designed to leverage opportunities within your business.

Stay ahead of the curve and buy your ticket today. Find out more

 

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About Smarter smsf

Smarter SMSF evolved from The SMSF Academy, founded in 2010 by accountant, Aaron Dunn and lawyer, Ian Glenister – both accredited SMSF specialists. Our focus was always simple. To bridge the gap in training, education and tools so you can grow your business through self-managed super funds.

We provide thousands of practitioners with SMSF pension, compliance and legal documents. As well as hands on skills and information needed to incorporate best-practice into your SMSF business.

Our emphasis hasn’t changed over the years. We are committed to helping accounting and financial advice professionals understand SMSF’s and stay ahead of the curve in a highly dynamic field.

We recognise that our clients require an equivalent amount of flexibility from our services. This is why Smarter SMSF exists – to offer an even greater level of industry education, training and specialist tools to our members.

Learn (Training and development)

  • Comprehensive, in-depth online learning resources.
  • Specialist knowledge to ensure that you are enabling better retirement outcomes for your clients.
  • Industry-leading web-based live training to navigate the complexities of SMSF, including changing regulatory requirements.
  • Access to the most current, in-depth information via face-to-face events and webinars.
  • All training is accredited for professional development obligations via the SMSF Association, FPA Australia and the major accounting bodies.
  • Highly recommended for Financial Planners and Accountants. Find out more
  • About the SMSF Day

Create (Pension, Compliance and Legal Documents)

  • Create – offers a full range of SMSF pension and compliance documentation.
  • Create (Legal) – offers the most in-depth range of SMSF legal documentation.
  • Fully integrated with cloud-based SMSF software via the Smarter SMSF online platform.
  • Specialised documents we provide: Fund establishment, Trust deed upgrades, Death benefit nominations, LRBA’s, Pension commencement, Lump sums, Investment strategies, etc.
  • Our platform is fully integrated with BGL’s Simple Fund 360, CAS360 and Class Super.
  • Highly recommended for Accountants.  Find out more

Support (on all SMSF technical issues)

  • Expert support on everything to do with SMSF.
  • Priority access to Smarter SMSF’s knowledge team, available via our platform and on the phone to resolve any issue or answer any SMSF questions you may have.
  • Our team of software experts is also available to ensure Smarter SMSF products deliver a consistent and seamless experience every time (this general support is available with every one of our products).
  • Highly recommended for Financial Planners and Accountants. Find out more

Integration Class

Save time and build best-practice SMSF legal, pension and compliance documents seamlessly using our two way integration with Class. Find out more

Integration BGL

Save time and build best-practice SMSF legal, pension and compliance documents seamlessly using our two way integration with BGL’s Simple Fund 360 & CAS 360. Find out more