The Smarter integrations week showcases our key integrations available on the Smarter SMSF platform with SMSF software providers and various government agencies.
In this webinar, Aaron Dunn provides a demonstration on the integration with Class, allowing you to seamlessly generate documents using your Class Super data including trust deed upgrades, pension commencements, investment strategies and much more.
In this video, he explores how to connect to order your SMSF documents with your Class software, the available documents to order via Smarter SMSF’s, understanding some of the key differences in ordering via Smarter SMSF vs. Class reports, and showcases a number of popular documents using the integration, including the new pension commencement documentation.
In addition, Aaron explains how the the one-click push to Class works for new SMSFs.
You can also find out more about the Smarter SMSF road map for new documents and features with the Class integration.
Aaron is a well-known identity within the SMSF sector and is seen as a trusted source for professionals to learn more about SMSFs and the direction of the sector. Aaron's insights into both technical and practice-based issues within the SMSF industry sees him regularly sort out to participate as a key stakeholder across regulatory and policy issues.
Aaron was awarded the SMSF Association Chairman's Award 2023 for his outstanding contribution to the SMSF sector, having made a significant contributions to sector growth and sustainability, measured against the values of leadership and sustainability.
As an SMSF specialist and CPA with more than 25 years experience, Aaron is the CEO and Co-founder of Smarter SMSF, a specialist business that provides technology-based solutions to educate, automate and simplify the complexities of SMSFs to accountants, financial advisers.
A lover of sport, in particular AFL football (Essendon) and athletics, Aaron was previously a nationally ranked high jumper having set a personal best jump of 2.14m.
