Access Sample SMSF Documents in the Smarter SMSF Platform Library

How to access and view Sample SMSF Documents in the Smarter SMSF Platform Library

Once you have a login to the Smarter SMSF Document Platform you can access sample SMSF documents within the Smarter SMSF Platform Library.

1. From the Smarter SMSF website: smartersmsf.com

2. Select from the menu 'Login' > 'Platform Login'

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

4. Arriving at the Dashboard, select 'Knowledge Base' from the left menu. The Knowledge base is a resource library that provides access to sample documents, videos, information on how to set up integrations with additional accounting software, how to order SMSF documents.

5. The Knowledge Base contains articles presented in two categories. The Smarter SMSF Platform and the Smarter SMSF Website. 

Within the Purple ribbon area at the top of the page, select the 'Smarter SMSF Platform' link.

6. Scroll down the page and from the left menu select 'Sample Documents'.

7. You can search the library for Sample Documents. Enter a document name 'New SMSF' in the search field. Several topics are displayed. Select 'Sample Document - Fund Establishment'. 

8. Scroll through the sample document. You can print a copy via the Printer icon or download a PDF copy via the 'Log in' button.

9. Click the Smarter SMSF logo to return to the Dashboard menu.