MONEYGPS: A New Era for SMSF Advice & Practice Management

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.