Build a better SMSF business

LEARN. IMPLEMENT. GROW.

What do you want to find out more about today?

What we provide

The SMSF Academy provides a membership solution to help professionals to grow their SMSF business.  This is delivered through a fully integrated learning and document platform (Campus) designed for accountants and financial planners.

LEARN.

LEARN.

I want to find out more about SMSF education and training.

IMPLEMENT.

IMPLEMENT.

I want to build SMSF legal and compliance documents

GROW.

GROW.

I want to grow my SMSF business.

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SMSF documents
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Online courses
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Integrations
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Students in 2015

CAMPUS BENEFITS

GENERATE DOCUMENTS

GENERATE DOCUMENTS

Unlimited access to create SMSF legal and compliance documents

SAVE & RE-USE

SAVE & RE-USE

Ability to store, retrieve and re-use data to save you significant time

WEB INTEGRATIONS

WEB INTEGRATIONS

Key integrations to drive efficiency with the ABR, ASIC, BGL, document storage and more.

COMPLETE WORKFLOW

COMPLETE WORKFLOW

Build documents using the intuitive smarts and workflows to be compliant and save time.

ONLINE COURSES

ONLINE COURSES

Access to accredited live webinar training and face-to-face events.

LIVE TRAINING

LIVE TRAINING

Access to accredited live webinar training and face-to-face events.

FULLY ACCREDITED

FULLY ACCREDITED

CPD points awarded for the SMSF Association and FPA, along with CPE hours for the major accounting bodies.

CPD REGISTER

CPD REGISTER

Tracking all your CPD activities with the ability to generate certificates and reports.

REQUEST A 14 DAY FREE TRIAL TODAY

14 day free membership trial

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MEMBERSHIP

Pricing plans

Choose from one of four membership options to suit you and your business – from monthly SMSF training, through to unlimited document generation and tools to grow your SMSF business.

Gold

Membership
$1,350 (+ GST) per month

All the benefits of SILVER, plus:

  • Unlimited access to SMSF legal documents
  • Up to 5 staff eligible for CPD points
  • SMSF101 course
  • Technical support (phone & email)
  • Key software integrations

Silver

Membership
$450 (+GST) per month

All the benefits of BRONZE, plus:

  • Unlimited access to SMSF compliance documents
  • Up to 3 staff eligible for CPD points
  • Technical support (email)
  • Key software integrations

Bronze

Membership
$70 (+GST) per month

All the benefits of FREE, plus:

  • Live monthly webinars
  • Online access to all recordings
  • CPD register
  • User-pay document access
  • Online support

Free

Membership
$0 per month
  • Member dashboard
  • Online support
  • User-pay documents
  • User-pay webinars
  • Join Facebook/Linkedin closed groups

Learn

Attend live or watch at anytime, on any device!

Why our members love Campus

As a trusted provider of education, training and documents for SMSF professionals, The SMSF Academy through its membership solutions deliver the latest insights, strategies, technology and tools – all designed to build a better SMSF business.

who we work with_July 16

START YOUR 14 DAY FREE TRIAL TODAY

14 day free gold membership trial

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Implement

Build SMSF legal and compliance documents online

Key integrations

A fully integrated SMSF learning and document platform, Campus integrates with the following software to drive efficiency and grow your SMSF business.

abr

Create a new SMSF and utilise the information from the order to automatically populate the ABR application for the fund to become a regulated super fund, along with the TFN and ABN.  Tax agents have the ability to store their contact information within the integrations and add-ons area of the Campus platform to seamlessly complete this task in just a fraction of the time that it would normally take.

Watch the video of how the ABR integration works

ASIC-LOGO

Seamlessly integrated with the Australian Securities and Investment Commission (ASIC), you can create a trading company or special purpose SMSF trustee company in just minutes.

sf360logo

Using the web services integration (API), users will have the ability to create a new fund and automatically pass that order information into Simple Fund 360 to setup your client’s details.

In addition, you can utilise data within Simple Fund 360 to pass this information in Campus to create pensions, investment strategy reports and more.

CAS-1793x1793 (1)

When creating a new standard or special purpose trustee company, Campus will deliver a BGL CAS export file (.zip) to allow you to directly import this with all information from the company order including name, directors, shareholder and more.

SF_70x70

In an industry first, upon the establishment of a new SMSF within Campus, you can download a BGL Simple Fund export file (.zip) to allow you to complete a ‘Fund In’ and have all of your fund information ready to go including fund, trustee and member details.

Furthermore, you will be able to ‘Fund Out’ BGL files and import this information into Campus to allow you to automatically generate documents from our document suite including deed updates, pensions, investment strategies and more.

dropboxgoogle drive

After ordering your SMSF documents, you can quickly and seamlessly upload these to your cloud storage solution to collaborate online with your staff and or clients.

Further document integrations including OneDrive, Box and Amazon Zocalo.

If there is an document integration you would like to see, email us at info@thesmsfacademy.com.au.

REQUEST YOUR 14 DAY FREE TRIAL TODAY

14 day free gold membership trial

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Grow

Build a better SMSF business

Unlimited SMSF docs

Access to generate and unlimited amount of SMSF legal and compliance documents each month, with in-built workflows to assist.

Tech Support & Tools

Access to technical support, along with a range of made-for-you tools and content to help grow your SMSF business.

Online SMSF courses

Set yourself on a pathway towards SMSF specialisation with access to our online SMSF course.

Member only events

Access to quarterly member-only events to discuss industry trends, issues and opportunities to grow your SMSF business.