We know as practitioners that time is everything… Therefore, in your busy working schedule, it is important that when delivering outcomes for your SMSF clients, you need to feel confident that you can rely upon real expertise that provides you with an up-to-date and compliant solution, ensuring that you are implementing best-practice outcomes for your clients. It’s a simple strategy that, without the right knowledge, documents and support, it can be an area that is complex, risky and time consuming.
We’ve seen this through our data gathered in the Future of SMSF report and that’s why we developed our five stages to an SMSF business to help practices better understand where they are at – from an endangered practitioner, right through to an industry leader.
That’s why at Smarter SMSF, our focus is to help take away some of that pressure and give you back the time that you need to focus on what you do best (with your clients).
Start for free
Smarter SMSF has recently launched a new SMSF document offering where you can literally start for free… yes, that’s right, you will receive one FREE document of your choice from the list below each and every month.
- SMSF Establishment/New SMSF
- Upgrade of SMSF Trust Deed
- Death Benefit Nomination
- Pension Commencement
- Partial Commutation – Cash/In-specie
- Rollback of Pension
- Lump Sum – Cash/In-specie/Death Benefit
- Work Test Minutes
- Met Condition of Release
- Downsizer Contributions
You can save up to $2,400 p.a. by creating documents each and every month through this free subscription.
It’s a simple model, by signing up to start ordering, you get one document per month, free of charge. If you wish to purchase more that one during the month, these can be ordered on a PAYG basis, or alternatively you can upgrade to a paid subscription – find more about our membership packages.
Make the smart move, find out more and register start free by visiting https://smartersmsf.com/documents/for-free/.