Smarter SMSF’s integrations week explores how professionals can leverage key SMSF software integrations to build SMSF documents, along with connecting to various government agencies.
Smarter SMSF’s integrations week was a huge success (19 – 22 June 2023), where CEO, Aaron Dunn took an in-depth look at our integrations with key SMSF software providers – BGL, Class and SuperMate, along with various government agencies (ASIC & ABR) as part of the fund establishment process.
We have now included links to each of these webinar recordings below for you to view, where we showcase the various Smarter SMSF integrations and help you to better understand how a smarter way to order a range of SMSF documents.
Watch the webinars
Watch our series of webinars from integrations week
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.
If you require any further assistance
Get in contact with us, team@smartersmsf.com or call 1300 95 94 76.
