Join us for our first Smarter SMSF Update of 2025, the quarterly event designed to keep members and user of the Smarter SMSF platform in the loop with the latest features, enhancements, new documents and education updates that have been added over the past few months.

This is your opportunity to hear about and see first-hand the exciting progress that the team has made on a number of projects over the past quarter.  Aaron will demonstrate how you can access and utilise many of these features, documents and education to help you to focus on what you do best.

In this upcoming session, Aaron will be sharing details about:

• Update on the changeover to the new Docs 2.0 platform, including new centralised login page.
• Details of the new ‘client list’ feature within the document platform, allowing you to take a fund-centric approach to ordering and managing fund documents.
• Recent updates to the Admin console, including expansion of the ‘actions’ functions to provide for specific tasks to be completed by different users (e.g. ‘push to’ SMSF software)
• Introduction of the new bulk orders function using the integrations with BGL, Class & SuperMate from within the client list, allowing you create multiple orders for trust deed upgrades, investment strategies and more.
• An update additional documents that have has the Smarter Legal Review service added, including where it will become a mandatory requirement to obtain legal review.
• Details of key changes to the structure of our education content that will be available on the platform, including course content and access to webinar recordings.
• Roadmap on what’s ahead on the development map for 2025.

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