October 17 @ 12:30 PM - 1:30 PM AEDT
Free
This webinar will provide accounting professionals with valuable insights into the forces shaping the SMSF market today, the opportunities and challenges they present, and how to harness emerging technology and regulatory changes to enhance client relationships and outcomes.
Join us for an engaging, informative session that will help you better understand the market dynamics, equip you with actionable knowledge, and support your ongoing role as a trusted adviser in the SMSF space.
How New-Age Technology and AI Are Driving SMSF Growth
Learn how rapid advancements in technology and AI are enabling firms worldwide to deliver new products and services — reducing manual workloads and improving efficiency in the accounting profession.
Discover how these tools can help both accountants and SMSF members achieve better investment, compliance, and relationship outcomes.
Understand how to integrate digital technology and AI into meaningful conversations with your clients to enhance engagement and trust.
The Hot Topic: Accountants and Personal Advice
Reflecting on the accountant’s longstanding role as a trusted adviser and why the profession could (and arguably should) have a greater role in providing specific advice.
Unpack what went wrong in the SMSF advice proposition of the past — and why the timing may now be right to revisit this opportunity for both personal and SMSF advice.
Explore where technology fits into this renewed opportunity and how it can support the accounting profession to meet client needs while managing risk and compliance.
Why Attend?
This session is designed for accountants who want to stay informed, competitive, and relevant in the evolving SMSF landscape. You’ll gain a clear understanding of emerging trends, practical ways to adapt, and how to position your firm and your clients for success.The SMSF industry is evolving – fast. As member demographics shift, investment behaviours transform, and technology reshapes how advice and services are delivered, accountants are uniquely positioned to lead this change.
Register now to secure your place!
FREE for ALL
TPB CPD Hours: 1 hour | Legislated CPD Hours: To be confirmed
AARON DUNN
Managing Director, Smarter SMSF
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.
As an SMSF specialist and CPA with more than 20 years experience, Aaron is the CEO and Co-founder of Smarter SMSF, a specialist business that provides technology-based solutions to educate and automate document creation, simplifying the complexities of SMSFs for accountants, financial advisers and other financial services professionals.
GEORGE HARAMIS
CEO & Co-Founder, moneyGPS Advice & SMSF
George Haramis has been successfully involved in the financial services industry for 30 years in various executive roles with some of Australia’s leading domestic and international financial institutions.
George’s roles have included: being a founder of a listed advice business, working with a number of Australia’s largest superannuation funds in presenting fund management solutions, establishing both retail and wholesale distribution channels, working closely with the accounting profession by assisting accounting firms establish successful wealth & advice businesses, creating unique employee benefits programmes for employers and being responsible for two of the country’s largest institutionally owned Dealer Groups: Securitor and RetireInvest – which at the time managed in excess of $10B for over 80,000 clients.
George is now the Co-Founder of Fiduciary Financial Services Pty Ltd.
AARON WILLIAMSON
Head of Product, moneyGPS
