Webinar - 2021-12 - Leveraging the Class integration for SMSF document orders

Join us for this upcoming session, where we explore the use of the Class integration to order your SMSF documents from within the Smarter SMSF platform.

In this demo, we will be exploring:

  • 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).
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