How to create your free PAYG login - Access SMSF Documents (PAYG)
How to create your free PAYG login - Access Documents in the Smarter SMSF platform
You can order and pay for only the number of SMSF documents you need, via the Pay-as-you-Go (PAYG) process.
If you have a requirement for a number of SMSF documents to be created, it might be worth calculating your break even point to compare PAYG to purchasing a block of 25 documents or more via a subscription. Contact us to discuss your needs.
All Smarter SMSF Documents are build by SMSF specialists, Aaron Dunn (CEO) and Chris Hill (Director, at Hill Legal Lawyers). Our documents are designed for practitioners who need the confidence that comes with using best practice SMSF documents drafted by industry leading experts.
You will need to create a free Login first, in order to access the Smarter Platform. You can then search for a particular type of SMSF document. You can access sample documents before ordering via the PAYG process. PAYG orders are completed via a credit card process. SSL certificates across website for payments. Orders are delivered by email and available to download from completed orders. Tax invoice automatically sent after order submitted.
You can utilise the integration between accounting software applications and the Smarter Platform to streamline the process of generating SMSF documents.
Important note: Our Smarter Platform integrates with BGL, CLASS Super and SuperMate.
Smarter SMSF offers access to Hill Legal Lawyers and a process via rectification to deal with SMSF documents that require a level of currency.
1. To create your free login, go to Smarter SMSF website: click here
2. From the main menu select ‘Login' and ‘PAYG Sign up’.
3. Complete your details on the form and select the checkbox 'I'm not a robot' followed by selecting the ‘Submit' button.
A short time later, you will receive an email containing your login details. Note or bookmark your login details.
A day later, you will receive an email requesting you to confirm your email address. It is very important for you to confirm your email address. This is a double opt-in process to ensure you receive email communications directly from us. This may prevent any emails going into your Junk Folder (consistently) or becoming held up in Mail Guard. It will also assist you receiving your email containing your important Login information directly.
4. Confirm your email. Click on the link 'click here'.
Login to the Platform
You can access the Smarter platform via BGL, or directly by clicking the URL link contained within your login email.
5. Another option is from 'smartersmsf.com', within the main menu select 'Login' and 'Platform Login'.
6. Enter your details and click the 'Log In' button.
7. Enter your Microsoft or Google Two-factor Authentication code.
NOTE: Two-factor Authentication code help guide.
8. Click the dropdown option to choose Document Platform' and the 'Go' button.
Knowledge base library and Sample documents
Knowledge base library and Sample documentsThe default platform page opens to the Create New - Document List.
The Knowledge base has a number of categories to find self help, ranging from how to navigate the Smarter Platform, accessing multiple help guides and how to access sample SMSF documents.
9. To locate the sample documents, from the bottom left of the page, click 'App Switcher' then 'Knowledge base'.
The Knowledge Base library opens. Scroll down the page and on the right hand side, click 'Sample Documents' box.
You can search the library for Sample Documents.
10. Enter the document name into the 'Search' field and press enter.
11. Once you have located the sample document, you can scroll through the sample document and you can also print a copy via the 'Printer' icon. You can view the data entry required to complete the document order too.
12. You can also search to access a 'Updates'. This article shows you all the recent changes to our Documents.
Ordering a Document
13. As you are already logged into the Smarter SMSF Platform, click at the top of your screen on the 'Smarter smsf' logo to return to the main page.
14. From the single sign on page select 'Document platform' and click the 'Go' button.
The Document List view provides a listing of the available SMSF documents to order.
15. Once the required document is located, you can click the 'arrow' symbol to expand and read a description about the document.
16. If you have not previously opened a 'Sample Document', you can access a copy from within this Description screen.
17 You can order the document, click the 'Order Now' button.
18. The document opens and you can commence to populate the related fields with required information.
19 You have the options of selecting 'Save' to exit and return to resume at a later time. Alternatively, competing all the necessary fields and selecting the 'Next' button to continue to the next screen.
NOTE: The Smarter SMSF Platform Document Ordering also integrates with BGL Simple Fund 360 and CAS 360 software, CLASS Super and SuperMate software. Data from these systems automatically populates your order and generates your Smarter SMSF documents.
Further information about the process of integration across these applications can be found on our main webpage here.
Additional documents available via the Smarter SMSF Platform (BGL users only).
The list of documents available directly through the Smarter SMSF Document Platform display a different pricing to those listed within the BGL platform.
If you are unable to find a SMSF Document when connected via BGL, you can log in directly to the Smarter SMSF Document Platform, locate the required SMSF document and order the document from the Smarter Platform. You are then able to use the integration link function within the Platform Dashboard to connect to BGL, then ' push' the client information back out to BGL.
For BGL users, a preferred pricing Tag has been applied to your login profile when you originally signed up. When purchasing documents, the preferred pricing will automatically be applied for BGL users.
Company orders.
A document subscription covers the document order itself, but not the ASIC fee and the API admin fee Smarter SMSF pays to our integration partner. The same applies for the ABN/TFN process.
All documents are covered under the subscription - we use conditional pricing to determine what fees (or no fee) applies based upon someone being a member or ordering under a PAYG.
You can store your credit card details on the system if you have a document subscription.
What are the benefits of a Subscription?
Our Subscription packages offer our full range of documents at a flat rate per month or once annual fee. This enables you to stay within your budget by predicting and controlling your spend.
We recognise that practices come in all different shapes and sizes, so we have developed document packages to suit the size of your SMSF business. Starting from $180 p/m for ANY 25 docs p/a. Subscription provides access to all documents on the Smarter SMSF Platform.
Primary / secondary users:
- Primary account holder can provide access to staff to utilise subscription to order documents
- Each staff member uses own email login
- Smarter SMSF tracks orders (via a counter) by all staff via 'firm ID'
- Smarter SMSF sets up the various users, however, primary user profile to soon add and manage users, set permissions
Document calculator case study
Simply determine the number of documents you would use annually. (or use our Docs Calculator)
Select the monthly subscription package that works for you.
How to get in touch
You can get in contact with us:
- By telephone on 1300 95 94 76
- By email us at team@smartersmsf.com