Smarter SMSF

Smarter integrations week, Smarter SMSF + Class

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Free

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 on the integration with Class, allowing you to seamlessly generate documents using your Class data including trust deed upgrades, pension commencements, investment strategies and much more.

In this session, we will:

  • How to connect to order your SMSF documents directly from within Class within the Smarter SMSF platform
  • Explore the available documents to order with the Class integration
  • Help you to understand some of the key differences in ordering certain documents via Smarter SMSF vs. Class reports (e.g. pensions).
  • Showcase a number of popular documents using the integration, including the new pension commencement documentation
  • How the one-click push to Class works for new SMSFs
  • Explore our road map for new documents and features with the Class integration.

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

 

Presenter



 

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Date And Time

25-06-2024 @ 12:00 PM to
25-06-2024 @ 01:00 PM
 

Registration End Date

24-06-2024
 

Location

Online Event
 

Event Types

 

Event Category

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