When releasing the new Smarter SMSF document platform, it was always going to be more than just about ordering documents for your SMSF clients.  Over the journey, we’ve seens plenty of changes in the law, and a much greater focus on the importance of documentation, whilst understanding the ever-growing influence of technology.  This has led to us taking a more ”client centric’ approach to the new documents platform, rather than simply being driven by a particular document order.

Join Aaron for this upcoming webinar, as he shares some of his vision about the new document platform and highlights 7 of the ‘must know’ features that play a crucial role in saving time and money, along with a fund focused approach in its design and functionality.

To understand what we will be covering in this session, here’s a few of the features that we will be showcasing in this webinar:

• How to leverage the enhanced integrations with BGL, Class and SuperMate from within the order forms
• How you can use the CSV import to order documents including for bulk deed updates
• How you can request legal review within a number of order forms when creating SMSF legal documents
• How you can take a ‘fund centric’ approach to you client’s documents within the new client list
• How you can create a workflow in ordering multiple documents
• How you can utilise our AI technology in the ordering process of fund documents

We’ll also be keeping some of these ‘must knows’ as a surprise for the event

This webinar is a ‘must see’ event to understand what you ‘must know’ when ordering documents on the new Smarter SMSF platform.

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