Release Notes & Webinar - July 2025

Summary

Below is a summary of the items covered within the Smarter SMSF - July 2025 update held on 16 July 2025.

📅 1. Platform & Regulatory Updates for 1 July 2025

The start of the 2025–26 financial year brings important regulatory updates, legal document changes, and platform enhancements designed to support compliance and workflow efficiency for SMSF practitioners. 

Smarter SMSF has updated its governing rules (version 2025-07) to accommodate legislative developments, including the legacy pension conversion amnesty and updates around reserve allocations. These rules are integrated into the latest Product Disclosure Statement (PDS) schedules and reflect the proposed Division 296 tax measures. Additionally, the ATO’s new Trustee Declaration (NAT 71089-05.2025) released in May 2025 is incorporated into relevant documents when generating orders on the platform.

We have also completed an overhaul of the Deed of Variation template, which now includes a Schedule of key information including the fund, trustee, members, key dates and additional parties.  

Key Messages:

⚙️ 2.Platform Features & Enhancements

Smarter SMSF continues to evolve its platform to enhance user experience and efficiency. During the past quarter, the team has released 

2.1   Class 'Business-level' integration

Work has continued on deepening the  Class software integration which now enables ‘business-level’ connections. This simplifies setup and management of fund data across linked platforms. Users can create a New SMSF order and directly push it to Class, select a connected business or brand, and populate fund codes without manual input.

Work is continuing with the Class business level integration work to add this functionality into existing forms to select the client from a ‘business’ – e.g. pension commencement, lump sum, etc. (WIP).  We expect this to be completed before the end of July 2025.

2.2   New Simple Fund 360 document platform interface

For BGL users, a refreshed Simple Fund 360 (SF360) documents interface is now live, offering a consistent experience across the Smarter SMSF platform. 

This includes the ability to utilise the app switcher, which enables seamless transitions to Smarter's main document platform, the education platform, and admin console. Users can now also access the Legacy Pensions Hub from within the SF360 platform.

For BGL users, to access the document platform via Simple Fund 360, go to 'Connect > Order Documents' (SSO login to platform)

Key Messages:

  • New Class ‘business-level’ API integration to pull and send data to different businesses and brands within your Class software
  • Updated interface for the document platform when logging in via Simple Fund 360 (via SSO).
  • Legacy Pension Hub available on both Smarter SMSF platform and with the SF360 document platform

🚀 3. Coming Soon

Looking ahead, Smarter SMSF is rolling out several feature-rich tools and documents. 

3.1   Admin Console

The Admin Console will soon be enhanced to support order filtering by user or document type, improving transparency and control over order management. Users will also benefit from improved performance in retrieving and working with saved and completed orders.

3.2   New / Updated Documents

Several new documents are in development and/or near release. The table below summarise these documents:

Document Type Status
Death Benefit Lump Sum New - templates updated and form is WIP 
Pension Commencement Form to be updated to allow 'generic deed' option for above minimum pension election
Contributions Reserving Form to be updated to allow for differences in terminology with SMSF software providers
Bare Trust Vesting Deed New legal document when the asset is to move from the Bare Trust to the SMSF.  Hill Legal has completed drafting on document templates, form to be built.
Change of Trustee – EPA Appointment New form for changes with individual trustees where a member has lost capacity or for residency purposes (templates completed, form to be built)
Director Removal – Death of Member New form for removal of director as a result of death (templates completed, form WIP)

3.2   Third Party API

Beta access to a third-party API is now available. This will allow firms to connect their in-house forms directly to the Smarter SMSF platform to automate document generation — Special Purpose Trustee Companies and New SMSFs are available for use, with standard company and LRBAs to follow shortly.

You can contact us at team@smartersmsf.com to discuss access to the Smarter SMSF API.

3.3   Custom cover pages

We are in the final stages of releasing a  custom cover page builder, available initially for CreatePlus+ subscription members to design bespoke front pages for the various legal documents available on the Smarter SMSF platform.  Access to the cover pages will be available through the Admin Console.

3.4 DocFlows

DocFlows, Smarter SMSF’s new workflow engine, allows users to work through a series steps within the DocFlow, with the data from each order seamlessly passing through to the next order form, saving significant time.  Once a step is completed, access the document, complete other actions (e.g. POST to SMSF software) and move to next step in the workflow. Can work on multiple workflows (list), with DocFlows to rapidly expand as we add further documents into the new platform. 

Key Messages:

  • Admin Console enhancements that provide better functionality for workflow filtering and improvement in speed to access.
  • New and updated documents
  • Beta 3rd party API integration with Smarter SMSF to order SMSF documents from your own forms
  • Custom cover pages for various legal documents available for CreatePlus+ members, allowing you to control brand presentation.
  • DocFlows: document workflows that reduce double entry and streamline orders.

🐞 Bug Fixes & Minor Adjustments

We've made a number of important bug fixes to improve system stability and reliability. Users experienced an issue with the Pension Commencement form where orders couldn’t progress due to unknown balances. This has been fixed—users can now generate a saved order and complete it once the balance is known. Integration with BGL has been fine-tuned to address missing endpoints and improve API communication.

  • Pension commencement – unknown balance now generating saved order for step 2 once balance is known. 
  • Pro-rata issue in minimum pension calculation in FY26 start date after 1 July 2025
  • Removed ‘under age 60’ from drop-menu on condition of release form & updated text 
  • Resolved missing endpoints with BGL API for pension commencement
  • Updated several knowledge base articles with key changes across the platform during 2025 (e.g. new login page) 

🎓 CPD & Education Updates

The Smarter SMSF learning platform continues to grow, offering more CPD opportunities and updated courses from recent sessions.  

The following accredited CPD has been recently added to the learning platform:

  • SMSF death benefits masterclass – May 2025
  • Steps in winding up a SMSF – May 2025 *
  • SMSF Tax Planning – May 2025
  • Managing SMSF pensions – April 2025 *

The upcoming SMSF Annual Compliance Masterclass is scheduled for Tuesday, 26 August 2025—open to all CPD subscribers (excluding CPD quarterly). 

The SMSF Foundations course has been updated to include all regulatory changes through July 2025. Workbooks are available to support course content. 

Additionally, the SMSF Essentials course is undergoing an overhaul with a new module format under development.

Lastly, the Smartie AI assistant—Smarter SMSF’s embedded AI helper—has been fully updated with July 2025 content and is now able to answer queries across all modules of the updated Foundations course.

Key Messages:

  • New CPD death benefits masterclass added to learning platform and recent webinars
  • SMSF foundations course fully updated to July 2025.
  • Smartie AI now includes July 2025 content and supports learner queries.

📬 Support & Contact

If you have any questions or would like to raise feedback or issues with document orders, reach out to the support team via:

📧 support@smartersmsf.com
🌐 smartersmsf.com/events

Reminder: Ensure your bookmarks are updated to the new Smarter SMSF platform login:

🔗 https://sso.smartersmsf.com

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