Over the last six months we’ve been working closely together with our friends from Licensing for Accountants (L4A) to deliver a practical and compliant solution to help unlicensed accountants navigate their way through conversations with their SMSF clients.
As we near the completion of our new product that supports unlicensed accountants, Aaron Dunn, CEO of Smarter SMSF was joined by Kath Bowler, CEO of Licensing for Accountants in a webinar to discuss:
- some of the common myths and misconceptions around licensing with accountants;
- the differences between Facts vs. General Advice vs. Personal Advice
- The process in framing conversations with your clients on SMSF topics; and
- How Smarter SMSF has built an integrated workflow (connected to Class & Simple Fund 360) to produce compliant and practical documents for you.
You can watch the webinar recording below:
Want to find out more?
Are you interested in the upcoming launch of our new product to help unlicensed accountants? If so, complete the form below and we’ll keep in touch with you about the pending release of the new product in August 2018.