Transform Your Practice with Digital Advice, SMSF Guidance and AI Coaching

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Smithink - helping accountants turn their practices into great businesses

David Smith + Mark Holton, Smithink

90 episodes

19 hours ago

We provide practical firm innovations, based on the decades we have spent as practicing accountants and business consultants. We know what works best, because we've done it. Smithink provides a wide variety of consulting services and educational events, tools and resources under the one roof. Now including a monthly podcast.

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Transform Your Practice with Digital Advice, SMSF Guidance and AI Coaching – No AFSL Required

Smithink - helping accountants turn their practices into great businesses

46 minutes 57 seconds

4 months ago

Transform Your Practice with Digital Advice, SMSF Guidance and AI Coaching – No AFSL Required

This session is designed specifically for accounting professionals looking to enhance client service, drive new revenue streams, and streamline operations using moneyGPS Advice and moneyGPS SMSF—now with 24/7 AI Support.

The best part? It’s all delivered under the moneyGPS AFSL, meaning no licence is required on your end.

What We’ll Cover

Effortless Onboarding & Deployment: See how you can launch both platforms in hours – no disruption to your current workflows, no extra headcount and be fully operational immediately.

New SMSF Advice Service: Learn how our new SMSF Advice service can solve critical advice needs and…help you give up that expensive SMSF licence.

AI-Powered Client Engagement: Discover how our RG146-trained AI agents and digital coach deliver 24/7 plain-language guidance, behavioural nudges, and smart triage of complex cases back to your advisors.

Attract & Retain New Segments: Learn strategies to engage digitally savvy millennials, the next generation of HNW families, and insurance-only or non-advised clients, deepening relationships by serving whole households.

Rapid ROI & New Revenue Streams: Explore fee-for-service models via advice modules, SMSF reviews and coach sessions – that capture 100% of fees, unlock premium charges, and deliver positive ROI super-fast.

Compliance without Complexity: Leverage our AFSL to offer full digital advice and SMSF compliant solutions – eliminating your licensing burden and regulatory risk.

Why Listen?

Scale Efficiently: Automate routine advice, freeing your team for strategic, high-value work.

Differentiate Your Firm: Stand out with cutting-edge digital services that clients love.

Future-Proof Your Practice: Retain critical clients by engaging entire families and next-gen members.

Presented By:

David Smith, Smithink + George Haramis, moneyGPS

Find out more about moneyGPS here.