George Haramis, CEO and founder of accountantsGPS, said the company is finding many professionals in the industry are unsure about what the various new technologies available actually do and how they may be used in their business.
“It all sounds good, but how do we implement it? Part of the challenge is educating people on this,” he said.
He said, for example, the SMSF Checkup Report from accountantsGPS provides a complete strategic review of an SMSF that an accountant could never do manually.
“The key thing about technology is that you leverage it to provide the outcome you want for the client, which in this case, is that review of the fund to make sure that it’s on track for risk and compliance purposes,” he said.
“[SMSF Checkup will determine if] a fund is on track to meet its retirement objectives, determine its asset allocation, objectives, contributions, and whether it is meeting its contribution targets.”
Mr Haramis will be one of the presenters on SMSF Adviser’s exclusive, live, and free webcast dedicated to the SMSF tech stack.
The webcast will help those in the SMSF sector discover why being at the forefront of technology is not just a choice but a necessity to supercharge profitability and operational efficiencies.
In this unmissable webcast, participants will learn how to:
- Stay ahead of the curve: Explore the key trends that are shaping the SMSF landscape.
- Elevate client services: Learn how the right technology can help you deliver unparalleled client experiences.
- Ensure absolute compliance: Get insights into how technology can simplify and secure your SMSF operations.
- Boost operational efficiency: Uncover the secrets to streamlining your day-to-day tasks for maximum productivity.
Also in the line-up of tech-savvy experts is Greg Hansen from HUB24 and Chris Hill from AUSIEX.
These experts will guide you through the incredible benefits of a timely tech reassessment and delve into:
- The essential elements of a successful tech stack review.
- The ins and outs of the latest technology available in the industry.
- How to ensure your tech complements your workflow.
- How to keep changes to a minimum while maximising efficiency.
- How to stay at the forefront of new developments.
- The ongoing conundrum between cost v value.
Don’t miss this chance to supercharge your business with the latest technology insights. Register now to secure your spot and pave the way for a prosperous future.
Click here to register for free.
Who should attend: This webcast is suitable for all SMSF specialists.
