Join us for our upcoming Smarter SMSF Update, the quarterly event designed to keep members and users 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, and gain insight into what lies ahead.  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 migration to the new Docs 2.0 platform, including new centralised login page.
• Details about the new Legacy Pensions Hub and recent additions for use.
• Introduction of a new ‘connections’ page that provides access to all API connections, including the new Class business level access to use with fund establishments.
• New cover pages section within the Admin console for users to replace the existing cover page for certain legal documents with their own branded 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.
• 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.
• 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.
• A look at what new features and documents are coming soon to the platform.

Presenter

Registration