RESOURCE CENTRE

Access resources that help ensure success with the SMSF Check-Up Report, including a comprehensive onboarding program to successfully launch, implement, and deliver the range of services offered for clients.

Explainer video for accountants
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Providing a detailed case study, financial modelling, and services overview
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Accounting Firm 500 client + 36 SMSFs
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accountantsGPS & moneyGPS Business Propositions
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A suite of template emails you can use at every stage of the SMSF client engagement process
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Accounting Firm 500 client + 36 SMSFs
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accountantsGPS + moneyGPS
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accountantsGPS FAQs
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Webinar: Detailed overview of the key features & benefits of the report
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Accounting Firm 1000 client + 100 SMSFs
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Service Provider Remuneration Sharing Arrangements
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Accountants Referral Arrangement
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Have questions? Contact one of our coaches today!

Fiduciary is an Australian Fintech and owner of accountantsGPS and moneyGPS—SaaS products that provide affordable, compliant digital advice and SMSF services, to Australians through; Institutions, Accountants, Financial Advisers, Superfunds and Employers.

Designed by finance industry stalwarts George Haramis and Drew Fenton and created by a team of tech heads, it combines all the brilliant parts of the financial services world in a simplified, user-friendly way.

accountantsGPS integrates with BGL’s API extracting data from BGL’s Simple Fund 360 SMSF administration software to produce a digital SMSF Check-Up report. 

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