Where we explore the use of the Class integration to order your SMSF documents from within the Smarter SMSF platform.
In this demo, we will be exploring:
- How to connect your Class account in the Smarter SMSF platform
- How the Class integration works to populate information to order documents
- How the one-click new SMSF works to automatically setup the fund, trustee and member details in Class
- How you can add team members to order from the firm’s subscription
- General FAQs about the integration, available documents and options to order (including subscriptions).
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.
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.
