smarter Document solutions
SMARTER DOCS
In today’s SMSF landscape, there’s an ever-increasing focus on the need for compliant SMSF documents. This requires knowledge, time and capacity to build and maintain these within your SMSF business. At Smarter SMSF we provide the most comprehensive range of SMSF specialist legal, pension and compliance documents available in the marketplace today.
It is our depth of SMSF knowledge and focus on SMSF documents only, that helps us to create specialist documents and solutions for practitioners. We create and own all of our document IP (including SMSF deed) – we don’t have any licence agreements, which gives you the confidence in utilising our documents without the risk of changes to suppliers.
Hosted on AWS servers in Sydney, our platform maintains a high standard of security, with multi-factor authentication (2FA), SSL certificates. We are subject to security assessments with key integration partners in accordance with the ATO’s DSP operational security framework.
Delivered instantly – Don’t waste time using your own templates, leverage technology that allows you to access your generated documents within minutes of them being submitted, saving you valuable time.
SOME OF OUR MOST COMMON DOCUMENTS INCLUDE
SMART & COMPLIANT
Our document solutions help you and your SMSF clients to stay compliant in an ever-changing legislative and regulatory environment, allowing you to focus on what you do best.
We believe that smart people stick together with Hill Legal and our member community, we continue to create and evolve our SMSF specialist document suite.
It’s our relationship with our members and being nimble and adaptive to change, that sets us and the quality of our SMSF documents apart from other service providers in the industry today.
LEGAL REVIEW
Smarter SMSF provides the ability to have a range of documents legally reviewed before client sign off.
The Smarter Legal Review (SLR) service is designed to help advisers risk mitigate legal issues that can arise with documents that are updated or created based upon an incomplete or defective trail of earlier created documents.
You can choose from two levels with the SLR service – scoped review or comprehensive review, giving you the piece of mind that the document created has had legal oversight.
The SLR service is provided by Smarter’s legal services provider, Hill Legal Lawyers, who provide specialist SMSF advice and who have contributed to the drafting and review of Smarter SMSF documents.
SMART INTEGRATIONS
Save valuable time with our key integrations with SMSF software providers, BGL, Class, & Supermate.
LEVERAGE OUR TWO-WAY INTEGRATION TO
GET data from your software to complete document orders, and
POST data and documents back into your software, including a one-click setup process for new SMSFs and company incorporations.
Our integrations with ASIC allows you to incorporate companies instantly, along with automatically applying for the fund’s ABN / TFN via the Australian Business Register (ABR).
