Why choose Smarter SMSF for documents and training?

Why choose Smarter SMSF documents?

As Accountants ourselves, we understand that you are time poor, and want a smarter way of ordering documents that are current and regularly updated.

Smarter SMSF is industry connected and nimble. As changes occur in regulation or legislation we review and adapt our documents accordingly. So, they are always accurate, thorough and compliant.  We are on top of issues as they arise, talking with our members and then generating what they need to pass on the benefits of this knowledge to their clients. To achieve this level of specialisation takes real world accounting, advice and legal experience, acquired over more than 20 years as practitioners.

Smarter SMSF documents have been built by SMSF specialists, Aaron Dunn (CEO, Smarter SMSF), Ian Glenister (Legal Officer, Smarter SMSF), and Chris Hill (Director, Hill Legal) for use by practitioners who need the confidence that comes with using best practice SMSF documents drafted by industry leading experts.

The Smarter Deed for example, not only stays up-to-date with the latest superannuation laws, but also strategically considers topics impacting membership, contributions, income streams, estate planning and more.

Why choose our Training (Learn CPD packages)?

We are an industry recognised, award-winning technical education provider in Australia. We can assist you with our Continuing Professional Development (CPD) learning packages to help you excel in your role. Providing increased value to your organisation and your clients. Aaron Dunn, Certified Practising Accountant (CPA) and SMSF Specialist Advisor (SSA), has worked within the SMSF sector for more than 20 years. That is why financial service professionals rely on Aaron for expertise on SMSF’S and the growth of the sector. Aaron’s insights into technical issues and the SMSF industry means he is regularly asked to participate in government and regulatory reviews. It truly is the ‘Dunn difference’ that makes our training world-class.

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