Release Notes - October 2025

Below is a summary of the items covered within the Smarter SMSF - October 2025 update held on 21 October 2025, that covers new features, documents and education updates from July - September 2025.

🔧 1. Platform Features & Enhancements

Admin Console – New ‘Ready to Submit’ Workflow

For Document subscription members. The Admin Console has been enhanced with a new feature allowing ‘parent’ users to mark 'saved orders' of a user under the subscription as ‘Ready to Submit’ - the Action button will change to green to highlight the status change of ready to submit. This visual status helps teams to track the progress of an order that has been reviewed by a parent user (e.g. manager) and ensures documents have had oversight before finalisation.

Importantly, the completed order is retained (the ownership) by the user, allowing them to use DocFlows to enable the next step within a task - e.g. Generating a New SMSF > ABN/TFN application.

ABN/TFN Application – ATO 'Manual Review' Status

A new ' amber' status has been added to indicate when ABN/TFN applications are subject to manual ATO review. Users can follow up the order with the ABR using the Document Number provided on the generated Certificate.

A benefit for Document subscription members can now lodge these applications with no extra fee—the order is deducted from the firm's document counter. PAYG pricing remains $55 (incl. GST).

TFN Validation – Smarter Data Accuracy

TFN validation is now built into the Fund Establishment form, reducing errors and flowing validated data directly into ABN/TFN applications via the DocFlow function.

Integration Enhancements – Class, BGL & Notifications

Integration with Class now supports multi-business API connections. A new Fund Code field has replaced the order reference when pushing SMSF data.

For BGL users, Send to CAS360 has been updated, and a new traffic light system for connection notifications is in development.

Smarter SMSF 3rd Party API Access

The new Smarter SMSF public API allows members to connect their order forms (internal or external) for document automation. Currently available for:

New SMSF
Special Purpose Trustee Company
Standard Company

You can view the API document here, https://docs.api.smartersmsf.com/

Please note that the team are currently working on the following documentation to expand the API:

Pension Commencement,
LRBA, and
Deed Upgrades

Custom Cover Pages – Tailor Your Brand Experience

Document subscription members can now design custom cover pages for documents via the Admin Console, replacing the default Smarter SMSF cover with personalised branding.

Smarter SMSF will arrange to build a field mapping document within the knowledge base to help members dynamically populate their custom cover pages.

📄 2. Document Updates

Pension Commencement – Flexibility for Non-Trustee Members

The Pension Commencement form now includes an ‘Other’ member type to cater for members who are not trustees/directors (e.g., due to incapacity).

Pension Standards – TR 2013/5 Implementation

Following ATO's updated guidance in TR 2013/5 - when a pension commences and ceases, Smarter SMSF has updated the terms & conditions of the pension commencement documents where the member has failed to meet the pension standards in a financial year - e.g. did not meet minimum pension. Updates have been made within the trustee resolution, along with notification to the fund member, which confirms that no minimum pension is required to be withdrawn in the year of commutation:

NB. The Pension Rollback form now includes ‘failing pension standards’ as a rollback reason, automatically generating appropriate documents.

New: Bare Trust Vesting Order Form

Launching in November 2025, this new form allows the wind-up of the LRBA ie. vesting of bare trust.

NB. A CPD webinar titled “End of a LRBA” is also available on the Learn platform that walks through this process.

🚀 3. Coming Soon

Tabs Within Order Forms – A Faster Way to Work

Tabbed navigation is coming to document order forms, allowing quicker transitions and improved user experience.

Key features include:

Preview before submission (via pop-up modal)
Dedicated tab for Smarter Legal Review (SLR)
No payment tab shown for members (except for ASIC orders)

Docusign Integration – Electronic Signatures

We’re integrating Docusign into the platform - we are currently adding the signature placeholders into various documents. This electronic signing solution will incorporate BGL’s Simple Fund 360, enabling you to POST documents into SF360 and use custom reports for enabling digital signing of the chosen documents.

Bare Trust Deed Stamping - VIC State Revenue Office (SRO)

Smarter SMSF is now SRO-registered for stamping of Victorian Bare Trust Deeds. Soon, you’ll be able to opt for Smarter SMSF to manage the stamping within the order form.

You will have the ability within the LRBA form to choose for Smarter SMSF to arrange for stamping (as non-dutiable) - this will be 'conditional' based upon the jurisdiction (i.e. Victoria) and will add the ability to make a payment (member or non-member) for this task to be completed.

Once we have updated this for LRBAs, Smarter SMSF will extend the setup for other trusts on platform (unit trust, discretionary trust).

🎓 4. CPD & Education Update

New CPD Webinars Added

Learn CPD training members can access several new webinars added to the Learn platform including:

October 2025: Update on exiting SMSF Legacy Pensions
September 2025: End of a LRBA, Starting a SMSF Pension, Changing Face of SMSF
August 2025: SMSF Annual Compliance Masterclass, Dealing with Trustee Changes

Upcoming Masterclass

SMSF Masterclass – Trustee & Member Changes
🗓 Tuesday, 25 November 2025
🔗 Register here

Course Reviews Now Available

Learn CPD training members can now leave star ratings and comments for webinars, masterclasses and courses.

This feature is live on new content and is being rolled out to older sessions.

CPD Mobile App – Coming in 2026

A fully branded Smarter CPD mobile app will launch in Q1 2026. The app will include push notifications, course tracking, and mobile access to all CPD content. Available on iOS and Android.

CPD Business Subscription – New Model from July 2026

Smarter SMSF has made changes to the existing ‘CPD Business’ subscription available to purchase on the website.

Below is a summary of the key changes:

Feature	Current Plan	New Plan (From 1 July 2026)
Members Included	5	Unlimited (min. 4)
Price (ex GST)	$2,200	$600 p/p annually $60 p/p monthly
CPD Hours	~20 hrs	~25+ hrs

Existing subscriptions will remain at same price until 30 June 2026, then revert to new subscription details (NB. existing subs will be able to retain 5 members).

📚 5. Knowledge Base & Legal Review

Legacy Pensions Hub – Updates

The Legacy Pensions Hub now includes:

Recorded webinar: Update on SMSF Legacy Pensions
New articles covering Asset-Test Exempt changes
Supporting video from our ‘Feeling Smarter’ series

Smarter Legal Review (SLR) – Updated Payment Process

SLR requests are now paid directly to Hill Legal following scoping of the work to be completed.

This change in process will result in payment directly to Hill Legal (HL) after scope of work is finalise, but before commencement of work.

Smarter SMSF is no longer involved in initial payment collection for SLR with document orders, however

Smarter SMSF remains responsible for submitting the SLR request to HL for scoping and completion of work.

💬 6. Support

Need help? Contact us below:

📧 support@smartersmsf.com
📞 1300 95 94 76
🌐 smartersmsf.com