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.
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.
