Smarter integrations week, Smarter SMSF + SuperMate

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Smarter integrations week, Smarter SMSF…

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 SuperMate, allowing you to seamlessly generate documents using your SuperMate 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 SuperMate software, the available documents to order via Smarter SMSF’s, understanding some of the key differences in ordering via Smarter SMSF vs. SuperMate 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 SuperMate works for new SMSFs.

You can also find out more about the Smarter SMSF road map for new documents and features with the SuperMate integration.

Author: Aaron Dunn

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. As an SMSF specialist and CPA with more than 20 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.