Discover how accountantsGPS and the SMSF Check-Up Report are transforming SMSF services for accountants. This webinar will explore Australia’s first digitally-enabled SMSF strategic review tool, empowering accountants to provide comprehensive fund analyses without the need for a financial licence.

Learn how to:

• Deliver a complete SMSF health check efficiently.
• Enhance compliance and identify new opportunities for tax and advisory work.
• Strengthen your role as a trusted advisor for Trustees and members.

Join David Smith, George Haramis and Aaron Williamson to see how this innovative platform can elevate your SMSF service offering and support better client outcomes while driving firm revenue.

Presented By:
David Smith + George Haramis + Aaron Williamson

Video transcript: key points

Empowering Accountants in SMSF Compliance & Strategy

• The evolving role of accountants in providing SMSF advice.
• Addressing gaps in financial advice for SMSF clients.
• Ensuring compliance while delivering strategic insights.

Regulatory Challenges & Opportunities

• Recent debates on accountants’ ability to provide financial advice.
• Navigating compliance requirements without breaching regulations.
• How technology can assist accountants in managing SMSF compliance effectively.

Best Practices for SMSF Compliance

• Common compliance pitfalls and how to avoid them.
• Strategies to ensure seamless ATO compliance.
• The importance of proactive advisory services in SMSF management.

Optimising SMSF Strategy for Clients

• Key considerations for maximising superannuation benefits.
• Effective tax strategies within an SMSF framework.
• Helping clients make informed investment decisions.

Conclusion:

Accountants play a crucial role in guiding SMSF clients through compliance and strategy.
Leveraging tools like moneyGPS can streamline SMSF administration and advisory services.
Staying informed on regulatory changes is essential for ongoing compliance and value-driven client engagement.