Release Notes - February 2025

Welcome to the Smarter SMSF February 2025 update. This release focuses on significant enhancements to the Docs 2.0 platform, improvements to client and document management workflows, updates to support legacy pension reforms, and continued investment in CPD and education. Read on for everything that’s new and improved.

⚙️ Platform Enhancements

DOCS 2.0 Platform Transition

The migration to the new Docs 2.0 platform is progressing, with more forms now redirecting from the old interface to the new one. While some legacy forms remain on the old platform, it is being phased out gradually. We expect the full transition to complete by the end of Q1 2025.

Centralised Login & User Access Improvements

A new central login experience is in development, incorporating two-factor authentication (2FA), profile management, and saved credit card details. This unified access point will simplify navigation across the entire Smarter SMSF platform.

App Switcher

A new App Switcher has been introduced to help users navigate more efficiently between core sections of the platform — Documents, CPD & Education, Admin Console, Support, and Knowledge Base — without leaving their session.

Admin Console Enhancements

Parent users can now view saved orders across all users in their firm and perform key actions such as sending documents to SMSF software, which was previously limited to the user who created the order.

Custom Cover Pages (Work in Progress)

We are developing custom cover page functionality for CreatePlus+ members (250+ documents/year). This will allow users to upload branded cover pages with dynamic coding (e.g., fund name) to generate with legal documents.

📄 Documents

Legacy Pension Conversion Documents

In response to legislative changes, we’ve released a new Market-Linked Pension (MLP) Commutation Form. This supports legacy pension conversions and includes rollback documentation for events triggered by member request or failed pension standards as outlined in TR 2013/5.

SMSF Trust Deed Update

The Smarter SMSF Trust Deed has been updated in line with new legacy pension regulations. You can review the full list of updates in our deed changelog.

Legacy Pensions Hub (Coming Soon)

A new resource hub dedicated to legacy pensions is being developed. It will include order forms, fact sheets, videos, and other educational material to support advisers and administrators.

👤 Client List (Beta)

Overview of the Client List Feature

The Client List allows you to add or import SMSF clients from BGL, Class, or SuperMate. This integration pulls fund, trustee, and member data automatically to reduce manual input and increase efficiency when ordering documents.

Document Repository

Each client record can now serve as a central repository for key fund documents, including deeds, investment strategies, and pension records. All files are securely hosted via Amazon S3 cloud storage (Sydney).

Integration with Document Orders

Once clients are added to the Client List, you can select one or more funds to initiate single or bulk document orders. Each selected fund generates a saved order that can be reviewed and submitted with legal review if required.

🧾 CSV Import Enhancements

Bulk Ordering via CSV

The Docs 2.0 platform now supports CSV imports for:

Special Purpose Company Incorporation
New SMSF Establishments
SMSF Trust Deed Upgrades (including bulk orders)

Single-row CSVs redirect to pre-filled order forms, while multi-row uploads generate multiple saved orders for review. You can also save import templates for future use.

CRM Integration Support

This feature supports CSV exports from tools such as Xero (including XPM), Salesforce, Keap, HubSpot, and Xplan — streamlining document creation using your existing CRM data.

🐞 Bug Fixes

We’ve resolved a number of issues in this release:

Fixed delivery issues for company orders and invoices via docs.ss
Corrected access issues in Admin Console for parent users
Resolved mapping issues in LRBAs, Death Benefit Income Streams, and Pension Rollbacks
Fixed condition of release logic in pension commencement forms

If you notice any new issues or have suggestions for improvement, please email support@smartersmsf.com.

🎓 CPD & Education

CPD Library Update

Recent webinars have been added to the CPD Learning Library:

SMSF Insurance Masterclass – November 2024
Changing Face of SMSF – December 2024
State of SMSF – January 2025
Legacy Pension Conversion – February 2025 (Coming Soon)

SMSF Essentials Course – Module Redesign

Modules 1, 2, and 3 of the SMSF Essentials course have been updated with a combination of video-based lessons, written content, audio summaries, and useful links. The remaining modules are currently being updated, with an Advanced SMSF course also under development.

📅 Upcoming Events

Smarter SMSF’s webinar and live event calendar includes:

11 February – Understanding SMSF Deed Variations
04 March – Changing Face of SMSF
20 March – SMSF Day Perth
25 March – SMSF Day Adelaide
27 March – SMSF Day Melbourne
1 April – SMSF Day Brisbane
2 April – SMSF Day Sydney

💬 Need Help?

Need support or want to share feedback?

Email: support@smartersmsf.com
Phone: 1300 95 94 76
Help Centre: smarter-smsf.helpscoutdocs.com