SMSF Docs is our innovative and easy-to-use document generation platform.
Our innovative document generation platform is ideally suited for financial professionals such as accountants, financial planners and SMSF strategists because it allows them to retake control of their firm's cost overheads and puts real time legal document creation at their finger tips.
The beauty of our powerful document generation engine is it's intuitive and easy-to-use interface. You can create any document you need in real time from over 40 best-in-class legal, tax and SMSF document types.
Equip yourself with expertise and technical advice
With SMSF Docs you can enrol in the online SMSF Strategies RG146 course. It’s for accountants and financial planners seeking to become strategic, specialist advisers in the superannuation and SMSF space.
We recommend organisation-wide training and encourage multiple members of your team, including administration staff, to enrol in one or more of the 14 specialist modules. It is the fastest and most effective way to grow your organisation’s knowledge-base to a specialist level.
Depending on your subscription NowInfinity Members also receive expert technical advice from our team of lawyers and SMSF specialists. Members can send strategies and ask for detailed advice via phone or email.
Create, edit and send SMSF & specialist documents
At the heart of SMSF Docs is a sophisticated yet easy to use document generation system.
The SMSF Docs portal holds more than 40 documents. They are quick to create, easy to edit and can be emailed directly to your clients in minutes.
In addition to standard taxation documents, the SMSF Docs portal also contains a wide range of specialist SMSF documents.
These include LRBAs, SMSF Deed variations, Bare Trusts, related party loans, investment strategies, special purpose corporate trustees, reserves, pension documentation and even a syndicated unit trust for unrelated SMSF trustees.
Learn the latest SMSF strategies and select marketing resources to suit your requirements.
SMSF Docs Members receive access to our extensive database of SMSF learning resources.
Learn about a range of SMSF strategies, and hear exclusive insights and advice directly from SMSF experts with more than 20 years experience in the industry.
Select from a repository of videos crafted for your clients. Gain access to templates, strategy documents, client presentations and written articles.
Choose from a suite of resources you can use to accelerate your clients knowledge about the many benefits of SMSFs.
SMSF Docs puts the power of pricing back in your firm’s hands where it belongs.
Generate your own legal documents when you need them and help to lower your business costs.
Develop deeper, more profitable relationships with your existing clients.
Access your documents wherever you are in the world at any time you need them.
Exclusive access to sales, marketing and business development tools.
High quality legal & SMSF documents you can depend on - All reviewed and signed off by NowInfinity Legal
Create documents and pay for each document as and when you need it.
Put the power of pricing, flexibility and profitability back in your hands.
Perfect for those managing 50+ SMSFs and seeking to grow their practice.