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 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.
Can I order SMSF compliance documents on a per document basis?
No. We only offer the ability to use our document generation system under our silver and gold membership levels. 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.
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 Silver member.
Do you offer training membership options for larger groups?
Yes, We work with dealer groups and larger organisations in providing their representatives with access to our training membership (bronze).
Can I upgrade to gold membership?
Yes, you can upgrade at anytime. From the date you wish to upgrade, you will be pro-rata billed for the gold membership amount. From the following month, the new monthly fee will be charged to your nominated card.
Can I downgrade to bronze membership?
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.
Webinars are an excellent way of obtaining access to professional development, without the time consuming travelling usually involved in city based sessions. The standard was very high and the presentation clear and informative.
Hamilton Morello have been Platinum Members of The SMSF Academy for over 2 years and find the resources and tools available to advise our clients, second to none. The monthly webinars offer us the ability to continually update our knowledge with topical and relevant information.
I find The SMSF Academy’s webinars informative and relevant to the ever changing SMSF environment. The worked examples provide a useful reference in everyday practice. The strategies allow me to better service my clients and keep them abreast of what is happening in the SMSF world.