Smarter SMSF Knowledge Base
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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?
  • Member CPD/CPE hours allocation - structured and unstructured
  • How to ensure your name is on the Certificate of Completion?
  • A Smarter Learning Suite Guide - Access CPD Training resources
  • How do I access a webinar recording?
  • User guide - access the SMSF Masterclasses recording
  • 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)
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