Tips & tricks when using the Smarter SMSF platform

In this webinar, Aaron Dunn and David Davine from Smarter SMSF take a practical look at the Smarter SMSF platform and provide a range of tips and tricks when ordering documents, accessing CPD for members and utilising the admin console for team and order management.
You can explore each of these sections that contain a range of tips and tricks within this one hour webinar below:
3:35 - SMSF document ordering
36:15 - Accessing CPD for members
43:07 - Utilising the admin console
54:25 - General tips & tricks
This webinar was recorded on 10 October 2024.