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Unlimited SMSF documents

Access the complete range of SMSF legal and compliance documents for a flat monthly fee through the Campus membership platform.

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Fully integrated

Generate SMSF documents seamlessly through key integrations with leading SMSF software, ASIC, ABR and more, saving you time by entering data just once.

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Accelerate your SMSF growth

Build your own custom dashboard, access the SMSF course and join in quarterly member-only sessions to build a better SMSF business.

Membership details

What’s included

Becoming a member has its benefits, which include:

Unlimited SMSF legal & compliance documents
Access SMSF RG146 course (60 SMSFA point)
Access to live webinars & recordings
Phone & Email technical support
Faculty - member only quarterly strategy discussions

Request a 14 day free trial

Complete the form below and select ‘SMSF training and documents’ to get started with your gold membership trial!

Gold Membership

$1,350 + GST p/mth

Let’s get you started…

To sign up for your free trial, we need you to complete your details below and arrange a time with us to discuss the most suitable membership option for you.

Questions?   We’re here to help.  Call 1300 95 94 76

FAQs

Here’s some common questions that we’re asked

How many documents can I create each month?

You have unlimited access to generate as many documents as you require each month.  All members are subject to our fair use policy, and The SMSF Academy reserves the right to restrict or cancel membership where you may be in breach of the terms and conditions of your membership.

What are the SMSF legal documents that I can generate?

Using our proprietary document generation system, you can create a broad number of legal documents including fund establishment, company incorporations, limited recourse borrowing arrangements, trust deed upgrade, change of trustee and more.

What are the SMSF compliance documents that I can generate?

Using our proprietary document generation system, you can create a broad number of documents including pensions, commutations, investment strategies, key strategy documents such as contribution reserving and a growing number of compliance documents.

Are there any other additional fees?

Additional fees will apply for ASIC company incorporations, the accreditation to obtain your RG146 in SMSFs via Deakin Prime and anytime that you require legal review of SMSF documents.

These amounts will be payable by credit card at the time of the order or commencement of the course.

I am a silver member, can I buy SMSF legal documents on a per document basis?

No.  We only offer the ability to deliver all legal compliance documents through membership, not on a per document basis.  We believe that the automation benefits you receive from this system make our membership packages very attractive and will significantly improve the time you spend on preparing these documents yourself.

Do you review the documents that we order?

We provide legal oversight on all SMSF documents for an additional fee of $220 (incl. GST) per document.  This option can provide you with peace of mind that what has been created complies with the various SIS and tax laws.

Can I choose to access the SMSF course for CPD only or for RG146 purposes?

Yes, the choice is yours.  Where you elect to undertake the course to obtain the qualification (RG146 in SMSFs), you will be required to pay an additional fee for Deakin Prime as the Registered Training Organisation (RTO), who will issue the award upon completion.

How does the 'Faculty' sessions work?

As a gold member, you can participate in our member-only quarterly online sessions where we discuss topics relating to the development and delivery of your SMSF business model.

What if I can't attend a live webinar?

If you are unable to attend the live webinar, you will have access to the recording via the membership area to watch at a time the suits you.  This will include the live recording, slides and any supporting documentation.  You can also complete a CPD quiz as evidence of watching the webinar – upon successful completion you will be issued with a CPD certificate.

Do you provide a CPD certificate for multiple staff in our office?

No, we provide a CPD certificate only for the registered Gold member.

Can I downgrade to silver or bronze memberships?

Yes, you can downgrade at anytime.  The change in membership will take effect from the commencement of the following month, with the reduced fee being deducted from your nominated card.

Can I cancel my subscription at any time?

Yes, we don’t believe in lock-in contracts!  If you don’t see the value, then let’s just part ways.

Testimonials

I get great value from my membership.  Aaron is always willing to assist with technical queries and keeps us updated with the latest strategies and industry developments on SMSF with his regular webinar training.

Trent Alexander – Financial Planning Expert

http://www.financialplanningexpert.com.au

I get great value from my membership.  Aaron is always willing to assist with technical queries and keeps us updated with the latest strategies and industry developments on SMSF with his regular webinar training.

Trent Alexander – Financial Planning Expert

http://www.financialplanningexpert.com.au

I am very impressed by the quality of the webinars from The SMSF Academy – I find that often many providers offering CPD training are too basic or missing consideration of key aspects.

Gabrielle Teys – SMSF Specialist

http://www.nab.com.au