Smartie AI – Grow

Description

Smartie AI Grow is your on-demand SMSF technical support agent — built exclusively for small teams (3-10 staff) who need fast, reliable answers without the cost of traditional technical support.

What’s included

• 2,500 Ask units per month — enough for regular technical queries, document drafts, and compliance checks across your practice
• Full Smartie Squad access — all six specialist agents: Contributions, Pensions & Benefit Payments, Investment Rules, Trusteeship & Membership, Estate Planning, and Fund Taxation
• 100+ curated Playbook prompts — pre-built questions across every SMSF topic so you can get started instantly
• Chat history — every conversation saved and searchable, so your work is never lost
• Document drafting — generate file notes, SoA extracts, and client emails directly from Smartie’s responses
• Smart escalation — when Smartie can’t answer, it automatically logs a support ticket with the Smarter SMSF specialist team

How it works

Ask Smartie a technical SMSF question in plain language. Smartie searches curated Smarter SMSF content — not the open internet — and returns a grounded answer with regulatory references you can act on. Copy the response directly into your file notes, SoA, or client email.

Built for trust

Smartie AI is built on Microsoft Copilot Studio’s enterprise-grade infrastructure with zero trust architecture, Data Loss Prevention, and rule-based guardrails. No client data, employee records, or PII is ever used.

All prices in AUD, excluding GST. Subscription billed monthly. An Ask unit is consumed per interaction — a typical query uses a small number of units.