Cover page for SMSF documents

Creating a Cover Page

As a member, you can tailor a Cover page for several SMSF documents available from the Smarter document platform.

1. Fund Establishment (incl. QROPS) (New SMSF)

2. Trust Deed Upgrade (incl. QROPS)

3. LRBA

4. LRBA Loan Facility Agreement (Related Party Loan)

What part of the Cover Page can be changed?

You can add your Company Logo, add your Business address and move the position of the Title heading and the Fund name.

How to upload your Cover Page into the Smarter document platform

1. Once you are logged into the Smarter document platform, go to the bottom left of the screen menu, to select the 'App Switcher > Admin Console'.

2. Select 'Cover page' from the left menu.

3. Select the 'Add more' button.

4. Select the 'Choose file' button to locate your tailored Cover page.

5. Select 'From title' to select the document type.

6. The Form tile is displayed. Select either 'Yes' or 'No' if the Fund wants to qualify for QROP'S status.

7. Select the 'Upload' button.

8. Your Cover Page is displayed.