A solution for unlicensed accountants around the common conversations you have with your SMSF clients.
You can watch the webinar recording by Aaron Dunn, CEO of Smarter SMSF held on 10 December 2018, where he launches and demonstrates the new Create Comply product provided by Smarter SMSF, which has been built in conjunction with Licensing for Accountants (L4A), with legal sign-off provided by Holley Nethercote Lawyers.
In this session, Aaron discusses how the unlicensed letters work, including use of the integration with both Class and Simple Fund 360.
Download the webinar slides
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Author: Aaron Dunn
Aaron is a well-known identity within the SMSF sector and is seen as a trusted source for professionals to learn more about SMSFs and the direction of the sector. Aaron's insights into both technical and practice-based issues within the SMSF industry sees him regularly sort out to participate as a key stakeholder across regulatory and policy issues.
As an SMSF specialist and CPA with more than 20 years experience, Aaron is the CEO and Co-founder of Smarter SMSF, a specialist business that provides technology-based solutions to educate, automate and simplify the complexities of SMSFs to accountants, financial advisers.
A lover of sport, in particular AFL football (Essendon) and athletics, Aaron was previously a nationally ranked high jumper having set a personal best jump of 2.14m.
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