OUR PACKAGES BELOW

I Love SMSF has developed two core membership options for every kind of finance professional. A significant financial benefit is getting discounted access to our LightYear Docs platform – a suite of SMSF-related strategic documentation as well as every-day-use documents such as companies and trusts.

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No contracts – just month-to-month Membership Fee

Discounted Pricing for LightYear Docs - unlimited and PAYG docs

Access to a library of technical papers

A range of Membership level-specific videos

Discounts for attendance at events such as live seminars or on-line Training Courses

Receive monthly SMSF Strategy Emails from Grant Abbott

Scholars - Package

Scholars

$49 /month

Ideal for trustees and entry-level professionals

An SMSF scholar is a Trustee or Financial Services Professional seeking continuous SMSF and Family SMSF knowledge, education, training and CPD.

In addition to technical newsletters, resources and video content, you’ll get access to a brand new webinar every month hosted by Grant Abbott. Our webinars focus on a new SMSF and Family SMSF topic, pulling apart hot topics and building strategies from a topical case study. Through our up-to-date resources, you’ll be equipped to apply these strategies in personal SMSFs and for a range of client SMSFs. One FASEA CPD HOUR from the relevant SMSF, financial planning and accounting associations will be offered with a completion certificate for attendees on the live webinar. It’s expected that more than 20 FASEA CPD HOURS will be available for Scholars completing all technical webinars.

Scholars will receive access to a library of technical papers and a digital copy of the regularly updated Guru’s Guide to SMSFs. In addition, Scholars will receive a 15% discount on other I Love SMSF products and services including face-to-face SMSF Strategy breakfasts, Family SMSF Adviser training, estate planning offerings with TGA Legal and credit on the LightYear Docs suite.

BENEFITS

1 FREE HARD COPY
“The Guru’s Guide to SMSFs”

STRATEGY EMAILS
Monthly SMSF Strategy Emails

EARN UP TO 20 FASEA CPD HOURS P/A
Accredited strategy webinars & training courses

SMSF TV ACCESS
Scholar level access

STRATEGISTS - PACKAGE

STRATEGISTS

Our most popular membership – First month FREE

An SMSF Strategist is:

A financial services professional that has at least 10% or more of their fee-for-service revenue coming from SMSF Trustees. This is generally by way of strategic advice, investment or insurance advice including property acquisition; or
A professional who is seeking to build up their SMSF client portfolio through confident, learned strategy skills.
Apart from the important components of the Scholar package, Strategists will be trained on Family SMSFs by Grant Abbott and are invited to monthly open Q&A sessions where Grant will answer your strategy questions.

Strategists get access to their own dedicated forum where Grant and the team from TGA Legal will be providing technical and strategic support to questions and cases posed by Strategist members. So that you can share the knowledge, the CPD portion of the Strategist package will be provided for two additional members of your firm.

Strategists will also receive a 25% discount on other I Love SMSF products and services including face-to-face SMSF Strategy breakfasts, Family SMSF Adviser training, estate planning offerings with TGA Legal and access to the LightYear Strategist unlimited documents offering.

BENEFITS

10 FREE HARD COPIES
“The Guru’s Guide to SMSFs”

STRATEGY EMAILS
Monthly SMSF Strategy Emails

EARN UP TO 30 FASEA CPD HOURS P/A
Accredited strategy webinars & training courses

SMSF TV ACCESS
Strategist level access

SUPPORT
Forum access & email support

FAMILY SMSF ADVISERS (FSA) - PACKAGE

FAMILY SMSF ADVISERS (FSA)

$795 / month

Get access to absolutely everything with this subscription.

The FSA program is by application only. This is a hands-on business offering from I Love SMSF and Grant Abbot, with extensive technical, client education, marketing, branding and sales support built into the programs.

This program is ideal for those at the leading edge of the SMSF industry and as such, businesses must meet certain criteria.

In addition, FSA firms and advisers will be advertised as suppliers of Family SMSF specialist advice. We take great care in ensuring FSAs meet our high standards and are able to achieve financial and business goals. For more about the FSA program kindly contact us.

LightYear Docs: $99 PAYG per document. Spend $490 in any one month and receive a $2,000 credit for that same month.

BENEFITS

50 FREE HARD COPIES
“The Guru’s Guide to SMSFs”

EARN UP TO 53 FASEA CPD HOURS P/A
Accredited strategy webinars & training courses

SUPPORT & PHONE
Forum access, email & phone support

ADVISER LISTING
Family SMSF Adviser Listing

TRAINING WITH GRANT ABBOTT
Staff & Client Training with Grant Abbott

TESTIMONIALS

The Guru’s guide is a comprehensive book suitable for people new to SMSFs through to those with advanced knowledge. Working with and learning from the leading SMSF mind in our industry for the past decade, Grant has helped provide my business, and myself, with an unfair advantage over other advisers. The strategies, tips and ideas Grant shares must be read by anyone wanting to get the most out of their SMSF and practitioners wanting to elevate themselves above their competitors.
Dean Hutchins
Dean Hutchins
SMSF Specialist
I have read all of Grant’s professional books, and refer to his bestselling ‘Guide to Self Managed Super Funds’ on a daily basis as my guide for client consultation. Grant breaks down technical information in a way that is simple and easy to follow, using case studies to demonstrate complex issues and providing practical solutions and strategies based on his own extensive experience. I would highly recommend Grant to both industry professionals looking to diversify their skills and individuals hoping to take charge of their own retirement funds.
Eng Sivieng
Eng Sivieng
CEO of TMS Tax, Accounting & Financial Services
I found “The Guru’s Guide to SMSFs” to be extremely useful, particularly towards assisting me in better articulating the true benefits of an SMSF to a client. The Guide really motivated me to take a stronger interest in Self-Managed Super Funds and provided excellent examples on how an SMSF can really improve a person’s retirement balance tax effectively over time. Grant’s book provided excellent insight into the current budget changes and strategies to combat such changes.
Christian Lotter
Christian Lotter
Senior Financial Advisor, Jade Private Wealth
I have been mentored by Grant for over ten years. His innovative ability to apply the law, be at the forefront of any legislative changes and create strategies for my SMSF clients is next to none. I have implemented his strategies over the years and as a result have created real value for my clients through significant taxation efficiencies, capital preservation and generation and estate planning benefits.
Bridget Lamphee
Bridget Lamphee
Director Lamphee Financial Advisors
Grant’s new book is a very useful, and just as importantly, highly readable book for existing SMSF trustees, as well as professionals serving trustees, and indeed any Australian interested in maximising their superannuation through the use of an SMSF. It’s well worth a read!
Jordan Eliseo
Jordan Eliseo
Economist ABC Bullion