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Build better margins in your planning and accounting practice

What does the webinar include?
We discuss why our model appeals to accountants and financial planners and how you can bolster your income streams by using our services
We also jump into our portal to show you how our system works and map next steps for your business 

In this webinar you will learn:

  • Get an overview of our end-to-end SMSF services 
  • See a live demo of our SMSF platform 
  • Learn how to order the setup of a new fund or add fund to our portal 
  • Know how to engage our services and communicate with our team