As the list of legal, pension and compliance documents on the Smarter SMSF platform continues to grow, the navigation to search and create documents for members needed a smarter way to outline the description of available documents, pricing (for PAYG purposes), the documents that are available within our various subscriptions and also through the ongoing development of our workflows feature.
In the following video, Aaron provides a demonstration of the new documents list page within the platform for practitioners to be able to search, understand and create SMSF documents.
We still offer a Smarter SMSF support package that gives your business the reassurance of expert support on all SMSF matters. Our Smarter SMSF support package is designed to help you stay up to speed on SMSF without taking time away from what you do best.
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.
Aaron was awarded the SMSF Association Chairman's Award 2023 for his outstanding contribution to the SMSF sector, having made a significant contributions to sector growth and sustainability, measured against the values of leadership and sustainability.
As an SMSF specialist and CPA with more than 25 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.
