Features

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Find Plus+ Plan

For sole practitioners
$ 330 / Per month
  •  
One user

Build Plan

For multi users
$ 550 / Per month
  •  
two users

Identify strategy opportunities with ease in less than 30 minutes using Australia's very first SMSF Strategy analytical tool.

The Strategy Finder will produce a comprehensive Adivser Guide to help you to work through all of the strategies.

A visual tool to represent the findings from The Strategy Finder.

Easily see at a glance what strategies to consider.

Determine eligibility & model the impact of future ECPI & Asset value movements on CGT relief options.

The CGT relief analysis tool prepares a document called "Understanding the CGT relief" which is designed to educate your client and engage with them on the decisions to be made for the Transitional CGT relief.

The #1 must do strategy for EVERY SMSF member.

The Control of Fund tool will assist in building the strategy and putting together the advice that every member needs.

Our fully searchable KnowledgeHub & strategy guides will point you in the right direction.

Live bi-monthly training webinars looking at a latest strategy.

Strategy & Technical Webinars alternate with our SMSF Update webinars. The webinars are held LIVE on the second Friday of each month.

The LIVE SMSF Update webinars are held bi-monthly and alternate with our Strategy & Technical Training webinars. They are designed to provide you with latest updates on what is happening in the SMSF space, including latest from the ATO, case law and other industry updates.

Webinars are held on the second Friday of each month.

We have more than 26 hours of recorded training which is accessible whenever and wherever is most suitable for you.

These are live face-to-face events held around Australia. Out next events will be held in May/June 2018.

Discounted pricing for Members.

Have a problem or question, simply log a support request via our online helpdesk and one of our team will come back to you within 24 hours.

If you need more one on one help with a complex client scenario, then we offer a paid ad-hoc consulting service.

Need more assistance with your digital marketing or automation systems. We offer a range of consulting options based on your needs.

We can bring our training to your office.

We have a range of 1/2 day, Full day and 2 day training programs. If you want to train your entire team in your office location contact us and we will put together a suitable training program.

This is an additional cost.

Prepares a client specific checklist of discussion points for your SMSF AGM meeting.

Work through the requirements for your SMSF Member estate plan - what do they want, what is allowed, what will be the impact on TBC and account balances and should there be binding documentation in place.

The SMSF Estate Planning tool prepares a document called "Understanding Protect Your Family" which is designed to educate your client and engage with them on the decisions to be made for their SMSF Estate plan.

This tool will take you through the options for incapacity planning.

Identify the issues, know what can be done and prepare a client education paper "Understanding Protect Yourself - what if something goes wrong."

This tool will assist in identifying the options and issues with your pension clients and managing their Transfer Balance Accounts.

The Pension & TBA tool will assist in educating the clients on their options and what documentation is required to effectively implement.

Prepares a client specific checklist of the requirements for year end under the Must Do, Should Do & Could Do options.

This tool will help you to identify suggested options for structuring the SMSF property ownership.

A client education guide is prepared which outlines the different property structures and gives an indication of the pros/cons for the options available.

This tool will take you through our value articulation model to help identify the benefits of your strategy advice project.

A Value Articulation Report is produced which gives you a range of suggested fees for the strategy project.

This tool will help you to prepare an engagement document for a strategic advice project.

You can use the document as is, or extract the relevant paragraphs for use with your practice engagement software.

Identify strategy opportunities with ease in less than 30 minutes using Australia's very first SMSF Strategy analytical tool.

The Strategy Finder will produce a comprehensive Adivser Guide to help you to work through all of the strategies.

A visual tool to represent the findings from The Strategy Finder.

Easily see at a glance what strategies to consider.

Determine eligibility & model the impact of future ECPI & Asset value movements on CGT relief options.

The CGT relief analysis tool prepares a document called "Understanding the CGT relief" which is designed to educate your client and engage with them on the decisions to be made for the Transitional CGT relief.

A white label, branded client education portal for your SMSF trustees.

Educate and engage with your SMSF trustees 24/7 online through more than 80 short and concise education videos on all topics to do with their SMSF.

Featuring a 'call to action' link, the mySMSFjourney client education portal will help to generate more SMSF strategy revenue for your firm.

The #1 must do strategy for EVERY SMSF member.

The Control of Fund tool will assist in building the strategy and putting together the advice that every member needs.

Our fully searchable KnowledgeHub & strategy guides will point you in the right direction.

Live bi-monthly training webinars looking at a latest strategy.

Strategy & Technical Webinars alternate with our SMSF Update webinars. The webinars are held LIVE on the second Friday of each month.

The LIVE SMSF Update webinars are held bi-monthly and alternate with our Strategy & Technical Training webinars. They are designed to provide you with latest updates on what is happening in the SMSF space, including latest from the ATO, case law and other industry updates.

Webinars are held on the second Friday of each month.

We have more than 26 hours of recorded training which is accessible whenever and wherever is most suitable for you.

These are live face-to-face events held around Australia. Out next events will be held in May/June 2018.

Discounted pricing for Members.

Have a problem or question, simply log a support request via our online helpdesk and one of our team will come back to you within 24 hours.

Our one-on-one Strategy Sessions are available to our Build members only.

Have a technical question, want to run a Client Scenario past us, or perhaps need some help with Pricing your advice project or even Digital marketing and automation help... simply book a session directly in our calendars for a time that suits you.

Available exclusively to our Build members.

The Kickstart Onboarding session will help you and your team focus on the quick wins and how to best utilise The Strategy Hub tools, training and support.

If you need more one on one help with a complex client scenario, then we offer a paid ad-hoc consulting service.

Need more assistance with your digital marketing or automation systems. We offer a range of consulting options based on your needs.

We can bring our training to your office.

We have a range of 1/2 day, Full day and 2 day training programs. If you want to train your entire team in your office location contact us and we will put together a suitable training program.

This is an additional cost.

Prepares a client specific checklist of discussion points for your SMSF AGM meeting.

Work through the requirements for your SMSF Member estate plan - what do they want, what is allowed, what will be the impact on TBC and account balances and should there be binding documentation in place.

The SMSF Estate Planning tool prepares a document called "Understanding Protect Your Family" which is designed to educate your client and engage with them on the decisions to be made for their SMSF Estate plan.

This tool will take you through the options for incapacity planning.

Identify the issues, know what can be done and prepare a client education paper "Understanding Protect Yourself - what if something goes wrong."

This tool will assist in identifying the options and issues with your pension clients and managing their Transfer Balance Accounts.

The Pension & TBA tool will assist in educating the clients on their options and what documentation is required to effectively implement.

Prepares a client specific checklist of the requirements for year end under the Must Do, Should Do & Could Do options.

This tool will help you to identify suggested options for structuring the SMSF property ownership.

A client education guide is prepared which outlines the different property structures and gives an indication of the pros/cons for the options available.

This tool will take you through our value articulation model to help identify the benefits of your strategy advice project.

A Value Articulation Report is produced which gives you a range of suggested fees for the strategy project.

This tool will help you to prepare an engagement document for a strategic advice project.

You can use the document as is, or extract the relevant paragraphs for use with your practice engagement software.