Smithink - helping accountants turn their practices into great businesses

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 CoverEffortless 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, moneyGPSFind out more about moneyGPS here.

Effective leadership is essential for managing the systems, people, and processes that drive an accounting firm’s success. This session will explore the qualities of great leaders and how to apply them within your firm. You’ll also uncover the 10 most common managerial mistakes and strategies to avoid them. Presented By: Mark Holton, Smithink

Improving turnaround times, boosting team productivity, enhancing client satisfaction, and increasing firm profitability all start with a solid resource plan. This session will highlight the importance of resource planning, outline its key components, and provide actionable steps to help you create a plan that works for your firm.Presented By: David Smith, Smithink

With an ever-expanding range of software and solutions available, selecting the right tools is essential for accountants looking to deliver impactful and engaging business advisory services. Understanding how these tools fit into the advisory process and their unique strengths can make all the difference. This session will explore some of the key solutions making waves in 2025 and provide valuable insights to help your firm choose the best fit for your needs.Presented By: Mark Holton, Smithink

Artificial Intelligence (AI) and digital technology are transforming industries at an unprecedented pace, offering businesses new ways to streamline operations, enhance decision-making, and improve client experiences.In this session, George Haramis, CEO and Co-Founder of https://moneygps.com.au/, joins David to explore how both are reshaping financial services and how professionals can harness the potential of this technology to drive efficiency and innovation.With real-world insights from moneyGPS—an award-winning digital financial advice platform—George will demonstrate practical applications of AI and digital technology in client engagement, compliance, and business scalability.Learn how tech-driven solutions can integrate seamlessly into your practice, empowering you to provide high-quality financial guidance with greater speed and accuracy.Whether you’re looking to optimise internal processes, enhance service delivery, or future-proof your business, this session will provide the strategies and tools you need to navigate the AI and new-world technology revolution.Don’t miss this opportunity to gain expert knowledge on integrating AI into your business model effectively.Presented By:David Smith, Smithink + George Haramis + Aaron Williamson, moneyGPS

When engaging clients in advisory services, they often seek quick wins in areas that cause them the most frustration, such as receivables management. Questions like “How do I get my customers to pay on time?” and “Where can I find help?” create opportunities to implement Power of One services and improve cash flow. This session will focus on delivering innovative receivables management solutions and exploring available support mechanisms.Presented by:Mark Holton, Smithink + Dave Birch, smartAR

Training has never been more important with resource shortages and remote teams. More often than not, critical attention is not given to critical components of a training program. This session will consider components of an effective training program to ensure that the team is equipped to produce quality work as efficiently as possible.Presented By: David Smith, Smithink

Join us for our bonus March webinar with Stephen Hogg from Solutions Centric, joining David to explore the key differences between offshoring and outsourcing. They will discuss the pros and cons of each approach and why firms should consider resourcing strategies based on their size. Learn how dedicated resourcing can help manage workload more effectively and how technology plays a crucial role in successful offshoring. Don’t miss this insightful session designed to help you optimise your firm’s operations.Presented By:David Smith, Smithink + Stephen Hogg, Solutions CentricContact Stephen:Stephen HoggPhone: 0417 710 188Email: stephen@solutionscentric.com.auWebsite: www.solutionscentric.com.au

Discover how to enhance efficiency in accounting firms by re-engineering processes. Explore the integration of AI and automation to transition to paperless operations. Learn the significance of post-job reviews for continuous improvement and client engagement. Delve into the importance of client feedback for refining methodologies and delivering real value. Join a lively Q&A session where outsourcing services are introduced, along with practical solutions to elevate your practice.

Discover how accountantsGPS and the SMSF Check-Up Report are transforming SMSF services for accountants. This webinar will explore Australia’s first digitally-enabled SMSF strategic review tool, empowering accountants to provide comprehensive fund analyses without the need for a financial licence. Learn how to: Deliver a complete SMSF health check efficiently. Enhance compliance and identify new opportunities for tax and advisory work. Strengthen your role as a trusted advisor for Trustees and members. Join David Smith, George Haramis and Aaron Williamson to see how this innovative platform can elevate your SMSF service offering and support better client outcomes while driving firm revenue. Presented By: David Smith + George Haramis + Aaron Williamson accountantsGPS website: www.accountantsgps.com.au