Coming Soon: The Next Generation of SMSF Advice
moneyGPS SMSF will soon launch its next-generation digital SMSF platform, designed specifically to help accountants and SMSF professionals identify, manage and deliver greater value across their entire SMSF client base. Combining advanced analytics, practice management, artificial intelligence and integrated digital advice, the platform enables firms to proactively identify tax, compliance, investment and strategic opportunities while improving practice efficiency and creating new recurring revenue streams.
A key innovation is the introduction of Australia’s first digital SMSF Statements of Advice, delivered under the moneyGPS AFSL, together with comprehensive SMSF Check-Up Reports, whole-of-practice dashboards, AI-powered client engagement through ‘Olivia’, and integration with leading SMSF administration and document providers.
The result is a scalable solution that enables firms to deliver affordable, compliant SMSF advice without holding their own AFSL, while strengthening client relationships and enhancing the value of their SMSF service offering. Further details and demonstration opportunities will be available soon.