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We are hosting a free webinar in partnership with Smarter SMSF, where you can learn how to easily produce a comprehensive analysis of a fund’s compliance and financial position in less than 5 minutes.
Future-Proofing Your Accounting Practice: Embracing Digital Advice
31 May 2023
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3 minute read
We will talk about how to add value to your accounting practice and benefit your clients’ financial positions by harnessing state-of-the-art digital advice tools. The webinar is happening on Thursday, 8 June 2023, at 12:00 pm AEST. Register now!
Can’t make it to our live webinar? Register anyway to get the recording!
Removing the barriers to financial advice for you and your clients
The accounting profession is viewed as a key market for delivering financial advice. However, there are two significant barriers in the way of delivering advice:
- To offer personal financial advice or advice to SMSFs, you need to be licenced, which is not an easy pathway to take – especially for accountants.
- Traditional personal advice is also out of reach of 90% of the population due to the skyrocketing cost of advice
Our free webinar will show you how to use two new state-of-the-art digital advice platforms, accountantsGPS and supported by its stablemate, moneyGPS, to:
Deliver a comprehensive analysis of an SMSF within minutes and generate a factual report to help guide your client to improve their position with wealth creation, strategy development, compliance adherence and much more.
Offer personal financial advice to individual (PAYG, Professional & SME) clients for < $100 per topic.
Offer both services on a No Commission basis.
Offer all the above – with no need to be licensed.
Speakers Line Up
George Haramis - CEO & Co-Founder, moneyGPS & accountantsGPS
George has over 35 years of financial services experience in senior executive roles, managing some of the country's largest and most successful financial advisory businesses.
Aaron Dunn - CEO & Founder, 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 see him regularly sort out to participate as a key stakeholder across regulatory and policy issues.
This is a must-attend webinar that will have a profound impact on your business. Register your interest now!
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