Leveraging the Class integration for SMSF document orders

In this webinar, Aaron Dunn and David Davine explore:

  • How to connect your Class account in the Smarter SMSF platform
  • How the Class integration works to populate information to order documents
  • How the one-click new SMSF works to automatically setup the fund, trustee and member details in Class
  • How you can add team members to order from the firm’s subscription
  • General FAQs about the integration, available documents and options to order (including subscriptions).

Watch the webinar:

This webinar was recorded on 2 December 2021.

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