A solution for unlicensed accountants around the common conversations you have with your SMSF clients.
You can watch the webinar recording by Aaron Dunn, CEO of Smarter SMSF held on 10 December 2018, where he launches and demonstrates the new Create Comply product provided by Smarter SMSF, which has been built in conjunction with Licensing for Accountants (L4A), with legal sign-off provided by Holley Nethercote Lawyers.
In this session, Aaron discusses how the unlicensed letters work, including use of the integration with both Class and Simple Fund 360.
Download the webinar slides
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Author: Aaron Dunn
Financial services professionals rely on Aaron for expertise on SMSF and the growth of the sector. Aaron’s insights into technical issues and the SMSF industry means he is regularly asked to participate in government and regulatory reviews, including the Super System Review and the Reinventing the ATO program.
Aaron is a Certified Practising Accountant (CPA) and SMSF Specialist Advisor (SSA), having worked within the SMSF sector for more than 20 years. He is the CEO & Co-founder of Smarter SMSF (formerly The SMSF Academy).
Aaron is a family man who loves his sport, in particular AFL football (Essendon) and athletics, where he was previously a nationally ranked high jumper having jumped a personal best of 2.14m.
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