SMSF: The shifting technology landscape

An episode of the Wealth Management Podcast Network podcast, hosted by Momentum Media, titled "SMSF: The shifting technology landscape" was published on July 28, 2023 and runs 43 minutes.

July 28, 2023 ·43m · Wealth Management Podcast Network

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Episode Description

Director at businessDEPOT and head of accounting at Ignition Rebecca Mihalic joins the SMSF Adviser Show to discuss what the evolving technology landscape means for SMSF professionals.

Ms Mihalic explains how AI and automation are changing the way SMSF professionals work, from streamlining processes to making it easier to complete actions, and looks at whether this is a positive development.

She also covers how new SMSF technology fits inside your current tech stack and the benefits of taking a holistic view to deliver consistency for clients.

Finally, Ms Mihalic highlights how these technological advances are able to help relieve the ongoing resource burden that SMSF professionals (and all accountants) face.

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