What's New - October 2021


What's new & updated on the Smarter SMSF platform


  • A fix has been made to the Change of Trustee form where the user could not select the trustee company details from a company that was previously established on the Smarter SMSF platform
  • Adjustments have been made to the company incorporation and special purpose company incorporation forms to fix an issue where the wrong response was being posted to ASIC where shares were beneficially held. 
  • A fix has been made to the subscription counter that was not showing the calculation correctly of completed orders during the subscription period.
  • Fixed a bug where the chairperson wasn't showing when generating documents relating to a family trust deed order.
  • Company constitution only - where you register a company within CAS 360 but require a constitution via Smarter SMSF, we have now added 'push to CAS 360' functionality on the completed orders page to send the ordered documents into the documents area within CAS 360. 
  • Primary / secondary user functionality - for document subscribers, we now have working the functionality to count orders where completed under different logins of staff members.  Work continues on building the user interface for the primary account holder - however, each staff member can now access documents using their own login, rather than via a single username/email address.  More information about this is available within the 'coming soon' section below.  If you wish to have this setup for your team, please log a ticket with us or email support@smartersmsf.com.
  • A fix has been made to the reset password problem and new knowledge base article has been added to assist when a user cannot find their password.
  • A reminder that functionality is available for 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 both members and PAYG users when ordering a number of documents available on the platform.

New/Updated Documents

  • We recently released the Investment Strategy Review Statement, a new document for trustees to satisfy the 'regular review' requirements within SIS Regulation 4.09.  This is an additional document to the Investment Strategy Report, and aligns to this document where previously created on the Smarter SMSF platform.  
  • Where a different investment strategy document has been used, but the fund requires additional evidence to support heavy asset concentration within the fund as part of the regular review, we have created an 'Asset concentration / single asset class' minute to evidence the rationale for this decision.

CPD Training / Courses

  • SMSF Pensions Masterclass - due to the current impacts of COVID-19 around Australia, this event has now moved to a virtual masterclass on 24 November 2021.  You can find out more about this event, including the agena, ticket prices and more at smartersmsf.com/masterclass.
  • Webinars:
    • The following webinars have been uploaded onto the learning platform for members recently:
      • August 2021 - Not so NALI
      • September 2021 - Changing Face of SMSF
    • You can view our upcoming webinars on the events page on the Smarter SMSF website. 

Coming Soon

Smart things we are currently working on...


  • Primary / secondary user functionality - we have been adding various firms (as subscribers) with this new functionality that allows multiple staff with the same organisation to access to the document subscription using their own login/profile. 
    • The team is currently finalising the primary user user interface (UI) that will provide the ability for the primary account holder to add authorised staff and set the permission levels to generate documents, view their own orders or all orders of the firm. If existing subscribers would like access to be setup, please get in contact with us at support@smartersmsf.com to arrange for you.
  • Automated Deed Service - our development team is back on this project to finalise this new product by the end of November.  This subscription-based service will allow users to manage their fund's trust deeds, along with any trustee changes and automatically update the fund's deed in line with any amendments made by the Smarter SMSF team. It will be an inclusive for Create500 subscribers; all other subscription levels will be required to purchase as a separate product.
  • Legal Support - work has commenced to integrate legal support into the Smarter SMSF platform that will allow members and users to utilise a number of order forms to request the preparation of legal documents and other legal support via Hill Legal. Using the existing ticketing system, you will be able to prepare and submit requests, then track and engage with the Hill Legal team for the completion of any specific work. The first document to be made available in the near future will be an SMSF Enduring Power of Attorney.


  • Change of Trustee - work is almost complete of the new change of trustee form that will allow users to make any of the following changes to the trusteeship of an SMSF - add individual only, remove individual only, add and remove individual, individuals to company, company to individuals and company to company.  We expect this document to be available on the Smarter SMSF & Simple Fund 360 platforms in late October.
  • Trust Deed Upgrade - the team has been working on an updated upgrade form that will incorporate a number of enhancements including:
    • Ability to add additional party - e.g. founder, employer sponsor
    • Add order to Automated Deed Service
    • Ability to request Legal Support / Review - allowing you to upload the basic fund information and have the order undergo a comprehensive legal review as part of the upgrade.
  • Combined order forms - there are a number of order forms that we are looking to merge that will simplify the existing order process - these include:
    • Change of trustee & deed upgrade
    • New SMSF and trustee company order form.  
  • A number of document templates are also in the pipeline to be added in the near future on the Smarter SMSF platform, including:
    • Future Service Deduction - this will include a calculator and trustee minute
    • Payment of Super Death Benefit
    • Family Law split
    • Return of NCC (ineligible to make contribution)
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