The Smarter SMSF update provides a quarterly overview on the work from the team at Smarter SMSF, across both the document and education platforms.
This update, recorded in October showcases the latest features, documents and CPD training – all designed to help our members and users to better utilise Smarter SMSF’s products within your business.
In this webinar recording, CEO of Smarter SMSF, Aaron Dunn, explored:
- Details on the release of the new Smarter SMSF document platform (Docs 2.0), including the timing of the beta rollout with our members (see 15:30 in video).
- Integration updates to allow the the one-click setup of new SMSF orders into Class at a business level.
- Update on the ABN/TFN registrations as part of subscriptions (with new Docs 2.0 platform)
- Details of new user reporting functionality within document subscriptions
- Updates within company orders, including consent to act forms, director IDs and more
- Recent bug fixes and form enhancements
- Access to the new masterclass section on the learning platform (see 41:15 in video)
- An updated roadmap for what’s ahead on the platform.
You can find out more about the Smarter SMSF platform, including signing up to order documents by visiting https://smartersmsf.com
