Membership
- Process to apply for an ABN/TFN registration via the integration
- Subscription - How do I add or update my credit card?
- Sample Trust Deed Upgrade Letter
- Members Only - Admin Console
- How do I make changes to my current subscription?
- How to ensure your name is on the Certificate of Completion?
- Member CPD/CPE hours allocation - structured and unstructured
- How do I access a webinar recording?
- User guide - access the SMSF Masterclasses recording
- A Smarter Learning Suite Guide - Access CPD Training resources
- How to renew your Smarter SMSF Subscription
- The Smarter SMSF Learn (training) Platform (member only access)
- Subscription increases from 1 July 2022
- Webinar - 2022-08 - Risks & costs of your own SMSF templates
- Webinar - 2022-11 - A smarter range of CPD solutions
- How to access course resources after completing the course
- 2FA ordering documents via Simple Fund 360
- How do I register for an upcoming webinar?
- CSV Import - New SMSF Establishment
- CSV Import - SMSF Trust Deed Upgrade (incl. QROPS)