How Smith Coffey improved SMSF compliance efficiency by 79%
Linda Peters
Personal Portfolio Service Manager, Smith Coffey
Success Stories
“The addition of Trust Register has made this product even better. The efficiency of the product is incredible, and I am able to feel confident our corporate compliance, and other trust and super compliance documents are of an excellent standard.”
Adele Wardley
Director, A Squared Advisors
“We use NowInfinity for all our SMSF, Trust and Corp Secretarial documentation. Their support and legal team are responsive and helpful. It has helped us streamline our processes and certainly made my team more efficient in what we do. Highly recommend it.”
Nick Moustacas
Director, Strategic Wealth Management
“Being able to review financials and investment reports in real time has enabled our staff to have more meaningful conversations with our clients. Class Trust has also removed a significant number of bottlenecks we would traditionally see when processing Trusts.”
Timothy Kyriazis
Project Manager
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