MONEYGPS: A New Era for SMSF Advice & Practice Management

About this event

Identify more opportunities. Save time. Give your clients access to licensed, affordable SMSF advice — without your firm operating its own AFSL for the moneyGPS advice pathway.

We are pleased to introduce moneyGPS SMSF as our new SMSF digital advice partner and invite you to a live demonstration of its new platform.

See It in Action — in 45 Seconds

See how moneyGPS SMSF can analyse an SMSF client base, identify opportunities and connect clients directly to digital advice.

Join the Live Demonstration

• Identify new billable work across your SMSF client base — instantly.
• Access affordable digital SMSF Statements of Advice across key advice needs.
• Give clients access to licensed SMSF personal advice delivered under the moneyGPS SMSF AFSL — without your accounting firm needing to operate its own AFSL for that advice pathway.
• Save time through automated SMSF Check-Ups, workflows and practice-wide visibility.
• Meet Olivia, our AI SMSF Coach, helping guide clients through the digital advice journey.
• Prepare for the proposed SMSF reforms announced by the Minister for Financial Services in August 2026, with a platform designed to support the evolving regulatory environment.

PLUS — JOIN THE FOUNDATION 100

Become one of the first 100 moneyGPS SMSF Foundation firms

Receive exclusive launch benefits, including $700 in client digital advice savings — $70 off each of your first 10 eligible Digital SMSF SoAs — plus priority onboarding, launch support and early access to new functionality.

Meet your presenter

George Haramis

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.