Partner with the Future of SMSF 2027
Put your name to the most in-depth research on how SMSF practices work, released around the SMSF Association National Conference in February 2027.
Our 2027 report partners
Thank you to the organisations already supporting the 2027 edition.
Be part of the conversation the whole profession is having
Reach the right people
Accountants, administrators, auditors and advisers who serve SMSFs: the people who choose the software, services and partners your business depends on.
Stand behind credible research
A respected study, now in its third edition, with independence built in. Your name sits alongside findings the sector trusts.
Have your say on what it means
Founding and Supporting partners write a short, labelled perspective on a chapter that matters to their business, after the findings are in.
Stay visible well beyond launch
The report, the interactive dashboard and conference-timed release keep the findings in front of the profession through 2027.
Three ways to partner
Partners support the whole report. We don’t sell chapters, and we never change a finding to suit a partner.
Founding partner
Our lead partners, named on the report itself.
- Named on the report cover and across all Future of SMSF materials
- First choice of chapter for your partner perspective
- Embargoed briefing on the findings before release
- Input on survey questions, subject to timing and our approval
- Logo in the report and on the interactive dashboard
Commit by Friday 13 November to have input on Wave 1 questions.
Enquire about FoundingSupporting partner
A voice on one chapter, and a place in the report.
- A partner perspective on one chapter, matched to your expertise
- Logo in the report and on the interactive dashboard
- Acknowledged as a report partner across Future of SMSF materials
Chapters are allocated by fit, after Founding partners choose.
Enquire about SupportingDistribution partner
For organisations that help us reach more practitioners.
- Acknowledged as a distribution partner in the report
- Your own tracked survey link, so you can see your contribution
In return: at least one email per wave to your database (three in total), two social posts, a reach of 1,000+ contacts and use of your tracked link. Partners who don’t meet these aren’t listed.
Become a Distribution partnerYour view, alongside the findings, never instead of them
A partner perspective is a 300 to 400 word commentary on what one chapter’s findings mean for the profession.
- Written after the results are in, from an embargoed view of your chapter
- Boxed, clearly labelled and placed after the findings
- Edited by us for accuracy and length only
- One perspective per chapter, and never two competing vendors on the same chapter
Find the chapter that fits your business
Eight chapters can carry a partner perspective. Two carry independent perspectives from experts with nothing to sell.
- The practitionersSuits professional and industry bodies
- The SMSF businessSuits administrators and outsourcers
- Services and service deliverySuits document, actuarial and legal providers
- Pricing and feesSuits platform and practice management providers
- Growth, consolidation and new-fund qualitySuits platforms, investment providers and lenders
- The digital SMSF landscapeSuits software providersUp to two partners
- AI in practiceIndependent perspective
- Regulation and readinessSuits legal, compliance and actuarial providers
- Workforce, capacity and changeSuits recruitment, offshoring and education providers
- Sentiment, outlook and the sector in 2030 and beyondIndependent perspective
The 2027 timeline
- Fri 13 November 2026Founding partners commit, for input on Wave 1 questions
- Mon 16 November 2026Wave 1 opens: Your practice today
- Mon 7 December 2026Wave 2 opens: The digital SMSF landscape
- Mon 18 January 2027Wave 3 opens: Regulation, people and the outlook
- Fri 29 January 2027All waves close
- Late January to early February 2027Partner perspectives written under embargo
- February 2027Report released around the SMSF Association National Conference
Why independence protects you too
The findings are only worth putting your name to if the profession trusts them.
- Editorial independence terms are agreed in writing before any funding
- Partners never see survey responses, raw data or who took part
- Findings are never changed to suit a partner
Our partners make the research possible. Our independence makes it worth reading. Aaron Dunn, CEO and co-founder, Smarter SMSF
Partner questions
Can we choose our chapter?
Founding partners get first choice. Supporting partner chapters are allocated by fit after that. Each chapter carries one perspective (the digital SMSF landscape can carry two), and we never place competing vendors on the same chapter.
Will we see the survey data?
No. Partners never receive responses, raw data or details of who took part. Founding partners get an embargoed briefing on the findings, and perspective writers see their own chapter under embargo before release.
Can we influence the findings?
No. Your perspective sits after the findings, clearly labelled. We edit perspectives for accuracy and length, and never change findings to suit a partner. These terms are agreed in writing before any funding.
What does a Distribution partner need to do?
Send at least one email per wave to your database (three in total), share two social posts, reach at least 1,000 contacts and use your tracked survey link. Meet these and you’re acknowledged in the report.
How do we get the full details?
Send an enquiry below and we’ll share the partner prospectus with investment and terms, and set up a time to talk.
Let’s talk
Tell us a little about your organisation and we’ll send the partner prospectus, with investment and terms.
Or call us on 1300 95 94 76 or email team@smartersmsf.com.