Utilising a smarter SMSF establishment process

This webinar explores the integrations with ASIC and the ABR, where Aaron Dunn demonstrates their use as part of the fund establishment process.  The webinar also demonstrates the use of DocFlows, allowing users to pass information across forms to seamlessly order different documents with the same data, along with the one-click integrations with BGL, Class and SuperMate.

How to use the Simple Fund 360 integration

This webinar explores Smarter SMSF’s comprehensive integration with BGL’s Simple Fund 360 to order your SMSF documents.  In the webinar, we demonstrate how users can connect to pull data from Simple Fund 360 to order from a range of specialist SMSF documents, along with posting data back into your SMSF software when setting up a new SMSF and trustee company (CAS 360).

How to use the Class integration

This webinar explores Smarter SMSF’s deep integration with Class to order your SMSF documents.  In the webinar, we demonstrate how users can connect to pull data from Class to order from a range of specialist SMSF documents, along with posting data back into your software (including in different brands) when setting up a new SMSF.

How to use the SuperMate integration

This webinar explores Smarter SMSF’s integration with SuperMate to order your SMSF documents.  In the webinar, we demonstrate how users can connect to pull data from SuperMate to order from a range of specialist SMSF documents, along with posting data back into your SMSF software when setting up a new SMSF.