Setting up multi-factor authentication (2FA)

The Federal Government's Digital Service Provider (DSP) Operational Security Framework requirements are designed to reduce the risk of identity theft, tax fraud and unauthorised system access. The process involves a series of controls to protect the confidentiality and integrity of client data.

At Smarter SMSF, we take the security of our systems and privacy of your personal information very seriously. We are implementing further steps to ensure processes are in place to make sure your data and online transactions with us are secure and safe.

Two-factor authentication (2FA) is the simplest, most effective way to make sure users really are who they say they are. We are adding the 2FA process when accessing the Smarter SMSF Platform.

Setting up 2FA

To setup and maintain your 2FA settings, login to the Smarter SMSF Document Platform, and follow these instructions:
1. Go to the Smarter SMSF website: https://smartersmsf.com/, from the top menu select 'Login' and then 'Platform Login’.

2. Enter your login details and click on the 'Log in' button.

Two-methods available for setting up your 2FA

There are two methods available for establishing 2FA. The first method caters for either the Microsoft or Google authenticators.

A one-time code generated with Microsoft or the Google authenticator app
A one-time code sent to you via your email

Method #1 - A one-time code generated with Microsoft or Google authenticator app

1. Select the radio spot One-time code generated with Microsoft or Google authenticator app (most reliable and secure)

2. Click the ‘Next Step’ button.

3. Go to the Google Play Store or Apple App Store on your mobile phone (NB. you can also access via various browsers - e.g. Chrome)

4. Search for either the Microsoft or the Google Authenticator app. Install on you mobile device and Open.

5. Select 'Install' and 'Open' the app you have chosen.

Setting up the Authenticator

6. This is a very important step. Use your camera from your mobile phone to Scan the QR code on your screen, this is the QR code located within the setup 2FA method.

7. Acknowledgement of an account has been added, along with a new code generated is displayed.

NOTE: The code will continue to re-generate on a timer, so there isn’t a need to write the code down or remember it.

The Setup the 2FA method screen is a summary of the steps you have taken so far.

8. You are now ready to click the ‘Next Step’ button.

You can enter in the one-time code from either your Microsoft Authenticator or from your Google Authenticator app to finalise the setup.

Note: Both authenticators are 6 digits.

9. Enter the Authentication Code’ and click the ‘Validate & Save Configuration' button.

10. You may wish to store the backup codes externally, otherwise select the ‘I’ll generate them later’ button.

Logged in

You have now returned to the 2FA Settings, within your ’My Account’.

11. To effect the 2FA you have chosen, login via https://app.smartersmsf.com.

12. Enter your login details and click on the 'Log In' button, or use the Login with Google.

13. Refer to either your Microsoft or Google Authenticator app to view your code

14. Enter the Authentication Code and click on the 'Authenticate' button.

You do have the ability for the system to remember the code (one time) and provide you with access to this device for 24 hours.

Method 2 - A one-time code sent to you via your email

1. Select the radio spot One-time code sent to you over email.

2. Click the ‘Next Step’ button.

3. Use your default email address that you use to access the Smarter SMSF platform

4. Select the radio button 'Use my user email' (name@email.com.au)

5. Click the ‘Next Step' button.

Email confirmation

An email containing your login confirmation code will be sent to your email inbox.

6. Enter the ‘one-time authentication code’.

7. Click the ‘Validate & Save Configuration’ button.

8. You may wish to store the backup codes externally, otherwise select the ‘I’ll generate them later’ button.

You have now returned to the 2FA Settings, within your My Account. These are your administration options to Setup the 2FA Method, Remove 2FA or Generate backup Codes.

9. To effect the 2FA you have chosen, login via https://app.smartersmsf.com.

An email containing your login confirmation code will be sent to your email inbox for you.

10. Enter the email Verification Code.

Got any questions, or having any problems setting up 2FA?

If you need any support regarding the setup and management of your 2FA settings, you can get in contact with us in any of the following ways:

By telephone on 1300 95 94 76

By email us at support@smartersmsf.com (NB. this will log a ticket to deal with your enquiry)