Smarter SMSF

Smarter integrations week, a smarter SMSF establishment process

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The Smarter integrations week showcases our key integrations available on the Smarter SMSF platform with SMSF software providers and various government agencies.

Join Aaron Dunn for this webinar where he provides a demonstration of the key enhancements to the fund establishment process, saving you significant time in setting up your SMSFs, including company incorporations, new SMSF orders and TFN/ABN application process.

In this session, we will explore:

  • How you can order a company incorporation via the Smarter SMSF platform, including name check validation
  • How you can start a workflow to order your new SMSF utilising the data from your completed company order (including automatically populating the A.C.N issued by ASIC)
  • How you can utilise data from the workflow to apply for the fund’s ABN/TFN with our new integration with the Australian Business Register
  • How you can generate other documents, such as a fund investment strategy as part of the workflow.
  • Understand the road map for further integration work to further enhance fund establishment process.

Time will be made available for Q&A from the webinar.




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Date And Time

27-06-2024 @ 12:00 PM to
27-06-2024 @ 01:00 PM

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