Client onboarding for self-managed superannuation funds involves collecting documents, verifying compliance, and setting up fund records across multiple systems. Manual coordination of intake forms, document collection, and data entry creates delays and errors that can take 14-21 days to resolve.
Automation captures client intake through a single form, validates documents against compliance rules in real time, and populates fund setup records automatically. Fund activation drops to 5-7 days with consistent compliance checks and zero manual data re-entry.
The full workflow, from trigger to completion.
Client completes intake form form or email request. Trigger captures client name, fund type, trustee details, and contact information.
Automation sends personalized email with document checklist and secure link to upload portal. Email includes deadline and contact for questions.
Client uploads ID, proof of address, trustee details, and contribution history to secure portal. Automation stores files in organized folder.
Reviews uploaded documents against SMSF compliance rules, checks ID/AML status, contribution limits, and member eligibility. Flags any gaps for manual review.
Automation extracts client and trustee data from documents and intake form, then creates fund record with all required fields pre-filled.
Automation creates trustee and member agreements from templates, populates with client details, and sends for electronic signature.
Automation sends accountant summary email with fund details, trustee names, signed agreements, and link. Includes compliance checklist status.
Automation sends client confirmation email with fund details, next steps, and accountant contact information. Updates record with completion status.
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