moneyGPS SMSF
Why Every Accountant Should Read This Brochure
The new 12-page moneyGPS SMSF brochure introduces a fully AFSL-backed digital advice and SMSF platform, designed specifically for accounting firms.
Beginning with Empathy, Expertise & Empowerment, the brochure highlights how moneyGPS enables firms to deliver digitally prepared, single-topic advice – across super, insurance, investments, and retirement, as well as expert SMSF guidance. Best of all, this can be done under your own brand and without needing an AFSL.
The brochure also shows how moneyGPS can help your firm:
Turn compliance into a competitive advantage.
Expand fee pools while reducing administrative load.
Engage next-gen and HNW-family clients.
Unlock scalable, profitable SMSF and personal advice services, at minimal cost.
Key Highlights
No AFSL, No Hassle: All compliance is handled under the moneyGPS licence, enabling you to launch digital advice and SMSF services immediately, without regulatory overhead.
Digital Advice Solution: A 24/7 hybrid model combines digital insights, smart fact-finding, and salaried GPS Coaches to deliver personalised, single-topic Statements of Advice, at one-tenth the cost of traditional plans.
Comprehensive Advice Journeys: Modular check-ups and SOAs cover critical topics from salary sacrifice and debt management to estate planning and ABP advice.
SMSF Check-Up Report: Automate data import (Class Super/BGL SimpleFund 360), generate a compliant benchmarking report in minutes, and retain 100% of a recommended $500+GST fee, driving rapid ROI.
Turnkey Integration & Support: With a white-label portal, plug-and-play APIs, full marketing program (including newsletters and collateral), and rapid onboarding, you can be operational within hours, with no new staff required. Plus, moneyGPS provides training to support your new service offering.
Want to see how moneyGPS Professional can transform your accounting practice?
Book your free demonstration
Book your free demo with a moneyGPS Coach today and experience how the platform can transform the way you deliver advice.
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