The Future of SMSF Management Is Here

Discover ACCU AI at the Accounting Business Expo 2026

 

Running an SMSF division should be efficient, organised, and profitable.
However, many accounting firms still struggle with fragmented systems and time-consuming manual work.

For many practices, SMSF administration often looks like this:

• Entering the same client details across multiple platforms
• Creating funds individually in BGL
• Long email threads just to resolve simple client queries
• Printing engagement letters, getting signatures, scanning and sending again
• Sending invoices and waiting for bank transfers to clear
• Following up clients for outstanding documents
• Manually sharing files with auditors

 

These tasks quickly consume valuable time and limit a firm’s ability to grow its SMSF client base.

Introducing ACCU AI

 

A New Standard for SMSF Automation

 

ACCU AI is an intelligent automation platform developed specifically for accounting firms that manage SMSFs. Rather than relying on disconnected tools and scattered communication, ACCU AI brings the entire workflow together into a single integrated environment — directly within your firm’s own website.

The platform connects:

• Client onboarding
• Compliance management
• Billing and payments
• Document storage
• Client communication
• Auditor collaboration

The result is a smooth and fully connected workflow that eliminates unnecessary manual processes.

1. No disconnected software.
2. No scattered emails.
3. No repeated administrative tasks.
4. Just a smarter way to manage SMSFs.

A Smarter Client Onboarding Experience

ACCU AI removes the constant back-and-forth that typically occurs during SMSF setup and administration.

Instead of chasing clients for details, documents, and signatures, the entire process happens online through your branded portal.

Clients can:

• Enter their SMSF information securely
• Sign engagement letters electronically
• Upload required documents directly to the system

 

From there, the platform automatically organises the information so your team can review everything from one dashboard.

Billing can be processed seamlessly, client questions are tracked within the system, and auditors can access relevant documentation instantly.

With built-in integration to platforms like BGL and Xero, information flows smoothly in the background.

This means your team spends less time on administration and more time focusing on advisory and client relationships.

Designed for Growing Accounting Firms

ACCU AI was built for practices that want to expand their SMSF services without increasing operational pressure. Firms using the platform can:

• Handle a larger volume of SMSFs without adding staff
• Improve turnaround times for client work
• Maintain stronger compliance controls
• Offer a modern digital client experience
• Generate additional revenue through online services

 

Ultimately, this means:

 

1. More SMSFs under management
2. Less operational complexity
3. Greater profitability per client

🎁 Exclusive Expo Incentive – Save $990 on Set up

We’re offering something special for Accounting Business Expo attendees.

If you:

• Attend our live demo
• Leave your business card at our stand

 

You Get FREE SET UP (Valued at $990)!

 

We’ll set up, configure, and integrate ACCU AI into your website at no cost.

Meet us at  Accounting Business Expo 2026

We are exhibiting at the Accounting Business Expo 2026— and we’d love to meet you in person!

 

                📅 18–19 March | 📍 ICC Sydney, Hall 6 | Stand C46

 

Software Demonstration at 11.30 AM - 1.00 PM and 2.30 PM

Visit www.trustdeed.com.au for more details or call us on(02) 9684 4199

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