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.
All Smarter SMSF Documents are build by SMSF specialists, Aaron Dunn (CEO), Ian Glenister (Legal Office) and Chris Hill (Director, Hill Legal). 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 document. There is the option to review a sample document (from a library of 70) before ordering and paying via the PAYG process.
The Smarter SMSF Platform leverages SMSF specialisation with technology to help you become efficient when ordering SMSF documents.
Important note: Our Smarter Platform integrates with both Class and BGL software.
1. To create your free login, go to Smarter SMSF website: click here
2.From the main menu select ‘Documents’ > ‘PAYG Sign up’.
3. Complete your details on the form and then click the ‘Sign Up’ button.
A short time 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 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'.
You will receive an email containing your login details. Open to note your login details. Your email address is your login ID and view your password.
5.Go back to the Smarter SMSF website: Click here
Lookup Sample Documents in the Platform Library
6.From the main menu select ‘Login’ and then ‘Platform Login’.
7.Enter your login details and click the ‘Log in’ button.
8.You are now logged into the Smarter Platform. Select ‘Knowledge Base’ from the left menu.
9. From the top menu select ‘Smarter SMSF platform’ within the purple area.
10.From the left menu scroll down to select ‘Sample Documents’.
You can search the library for Sample Documents.
11.Enter the topic in the 'Search' field and press enter.
Once found, you can scroll through the sample document. You can also print a copy via the 'Printer' icon.
12.You can also search to access a 'Changelog'. 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 on the top of your screen, the 'Smarter SMSF' logo to return to the main page, arriving at the Dashboard.
14.From the Dashboard main page, select 'Documents' from the left menu.
15.The menu expands, select 'Create New' to enter the SMSF document order library.
16.A list of the available documents is displayed. Scroll down the list to locate the appropriate document.
17.Once the required document is located, you can click the '+' symbol to expand and read a description about the document.
18.If you have not previously opened a 'Sample Document', you can access a copy from within this Description screen.
19.You can order the document, click the 'Order Now' button.
20.The document opens and you can commence to populate the related fields with answers.
21. 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 and additionally, CLASS software. Data from these systems automatically populates your order and generates your Smarter SMSF documents.
If you have made an error or the document didn’t populate correctly, you have the ability to re-download the document order again. This is available for the Investment Strategy Report only.
22.Select 'Documents' and then click 'Completed' links.
23. You are able to 'Search' the Document Order ID number or Reference name in the table.
24.Once you locate the Document order to be re-downloaded or amended, select the ‘Actions’ button on the right of screen.
Additional documents available via the Smarter SMSF Platform.
The list of documents available directly through the Smarter SMSF Document Platform is much more extensive than the list displayed when connected through BGL CAS360.
If you are unable to find a SMSF Document when connected via BGL, you can log in directly into the Smarter SMSF Document Platform, locate the required SMSF document and order the document from the Platform. You are then able to use the integration link function within the Platform Dashboard to connect to BGL, ' push' the client information out to BGL.
What are the benefits of a Subscription?
Our Subscription packages offer our full range of documents at a flat rate per month or once off for the year. 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 $150 p/m for ANY 25 docs p/a.
You can find out more about a number of subscription packages here.
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.
Get access to All 65+ documents from within our range.
And integrate with Class and BGL to save you time.
How to get in touch
You can get in contact with us:
- By telephone on 1300 95 94 76
- By email us at firstname.lastname@example.org