What's New - July 2021


What's new & updated on the Smarter SMSF platform


  • The following forms have currently been updated to accommodate the increase to 6 members within a SMSF:
    • Fund Establishment
    • Company Incorporation - Special Purpose
    • Trust Deed Upgrade 
    • Add or remove a member

Over the month of July we be updating the majority of forms available on the Smarter SMSF platform to accommodate the addition of a 5th and 6th fund member.  You can refer to the 'documents' section below for details of the trust deed changes from July 2021.

  • An update has been made into the following order forms to extend the 50% temporary minimum pension reduction for the 2021-22 income year:
    • Pension Commencement
    • Annual Pension Review
    • Lost Pension Deed
  • A $6 increase has been made to the fees charged for company incorporations in line with the ASIC fee increase. See the article on the ASIC fees that apply from 1 July 2021.
  • A significant upgrade has been made to the PDF document generator from 1 July 2021.  Problems initially existed with ampersands, which has now been resolved.  Problems also existed with the mapping of some fields in generated documents, which have now also been fixed.  If any further field mapping problems occur, please log a ticket via support@smartersmsf.com for the team to resolve asap.
  • The document generation upgrade now also allows for subscription members only to convert investment strategy documents from PDF to a Word document format (.docx).  This fixes the previous formatting problems with the conversion from PDF to .docx

  • Functionality is available for enable users to do an ASIC name availability search within the company incorporation order forms.  Read the article here to find out more about accessing this feature.
  • The ability to apply a stored credit card is available for the following documents - Investment Strategy, Pension Commencement, Company Incorporation and Special Purpose Company Incorporation.


  • An update has been made to the Smarter SMSF trust deed effective from 1 July 2021.  This has been applied to the following orders:
    • Fund Establishment
    • Trust Deed Upgrade
    • Lost Pension Deed

You can read the changelog to the Deed Rules for further information about these changes.  The trust deed sample document has also been updated within the knowledge base.  The Product Disclosure Statement (PDS) has also been updated for the above documents effective as at 1 July 2021.

  • The Pension PDS has been updated at 1 July 2021 when generating pension commencement documentation.
  • Alternate email address field - Users can now add an alternate email address for the pension commencement form.  This email field has been added onto the review page; where an email address is added into this field, the order will be send to both the registered users address and the alternate email address that is added.  
  • The alternate email address has been added to many of our most popular documents - this allows you a copy of the generated order be directed to another staff member who may be responsible for the completion of the work. This includes fund establishment, pension commencement, investment strategies and many more...

Training / Course

  • SMSF Pensions Masterclass - due to the recent lockdowns and uncertainty with travel in various states, we will be postponing the SMSF pensions masterclass events that were scheduled in August 2021.  More information about revised dates will be provided in the next couple of weeks.  Note, that the Melbourne event may still go ahead as planned for Wednesday, 25 August 2021.  You can follow updates about these events at smartersmsf.com/masterclass.
  • Webinars:
    • The Changing Face of SMSF - June 2021 has been uploaded into the 'webinars' section of the Smarter SMSF platform to watch at any time.  This webinar was recorded on Wednesday, 16 June 2021.

Coming soon 

Smart things we are currently working on...


  • Docs 2.0 platform - we are in the final stages of migrating the first of our order forms permanently to the updated ordering page.  This will include some significant feature enhancements to populate order forms using integrations with BGL, Class or via a .csv import of the fund and member information.  
  • Stored credit card - Work continues by the team on being able to make payment via a stored credit card for many of our most popular documents.  This feature will be available for members (for company registration orders) and for non-members who wish to save time in the ordering process by simply applying the card stored against your user profile.  Refer to our previous article on how to add or update credit details on the platform.


  • New features are being added to the fund establishment form which will allow for user to generate additional documents as part of the order, including a compliance kit and death benefit nominations (standard or binding) in accordance with Schedule 1 and 2 of the trust deed.
  • Work continues on a combined order form to include the change of trustee and deed upgrade.  We expect to have this available for use in late July, with beta testing to be available shortly for a select number of members.
  • Work had previously commenced on a new SMSF and trustee company order form, which ultimately stalled during COVID-19 due to various other projects.  The team is now moving back onto this task to finalise in the coming months and will also include the ability to request binding or standard death benefit nominations, along with access to an SMSF compliance pack - includes trustee minutes for making initial rollovers, contributions, etc.
  • The following document templates are currently being worked on to add on the Smarter SMSF platform:
    • Future Service Deduction

Training / Course

  • Our next webinar is the Changing Face of SMSF, the technical quarterly update to be held on Wednesday, 16 June 2021 at 11:00am AEST.  Members will receive an email to automatically register for this session in the week commencing, Monday, 7 June 2021.  Registrations to purchase the webinar for PAYG users will also be available from that week.
  • Changes are currently be made to a number of modules in the SMSF essentials (formally known as foundations) course for 1 July 2021 to reflect indexation of the contribution caps, transfer balance cap and more.
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