Cover page
Cover Page
Members who hold a current Smarter SMSF Document (Create) Subscription can save a cover page to the Smarter SMSF platform. When documents are generated, a Cover Page will be added to the document order.
The ability to upload the Cover Page is within Admin Console. The Cover Page is available for a New SMSF document and a Deed of Variation document only.
This is the link to the Cover Page function: https://usermanager.smartersmsf.com/cover-page/
Establishment - New SMSF Cover Page
1. To add a Cover Page, click the 'Add more' button.
2. After you have finalised your Cover Page document, upload your Cover Page to the Smarter SMSF Platform. Click the 'Choose file' button.
3. Then click the dropdown option 'Select Form' to locate and click the option 'New SMSF'.
4. Click the 'Upload' button.
The Cover Page for the New SMSF - Establishment document orders has been successfully uploaded.
5. From the 'Create New' option, select the New SMSF - Fund Establishment (incl. QROPS) document.
7. Enter the details into the template and place the order to generate the document.
The Cover Page is displayed at the front of the New SMSF document.
Deed of Variation - Cover Page
8. Select the 'Add more' button to add a Cover Page for a Deed of Variation.
9. Click the 'Choose file' button to locate the Deed of Variation Cover Page document.
10. Select Form titled 'Deed of Variation'.
11. Click the 'Upload button'.
The Cover Page for the Deed of Variation document orders has been successfully uploaded.
Further information about technical support is available at this address: https://smartersmsf.com/support/
If you need any support regarding your document subscription or the Admin Console, please get in contact with us in any of the following ways:
- By telephone on 1300 95 94 76
- By emailing us at support@smartersmsf.com (NB. This will log a support ticket and email you the number).