Smarter SMSF

Smarter integrations week, Smarter SMSF + SuperMate

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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 SuperMate, allowing you to seamlessly generate documents using your SMSF software data including trust deed upgrades, pension commencements, investment strategies and much more.

In this session, we will explore:

  • How to connect to order your SMSF documents with SuperMate from within the Smarter SMSF platform
  • Explore the available documents to order using the SuperMate integration
  • Understand some of the key differences in ordering documents via Smarter SMSF vs. SuperMate 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 SuperMate works for new SMSFs
  • Explore our road map for new documents and features with the SuperMate integration

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

 

Presenter



 

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Date And Time

26-06-2024 @ 12:00 PM to
26-06-2024 @ 01:00 PM
 

Registration End Date

25-06-2024
 

Location

Online Event
 

Event Types

 

Event Category

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