See It in Action: Grant Abbott Introduces the SMSF Strategist
Discover how Australia’s top SMSF expert built a private AI assistant to scale elite strategy, automate advice, and boost your firm’s value—without sacrificing compliance or control. In this demo Grant creates a client SMSF compliance email, follow up $3,500 letter of advice and $2,000 compliance rectification documents - inside 10 minutes!!!
Why SMSF Strategist Works For You
Get Authoritative Answers from Curated SMSF Training
Your AI assistant answers internal SMSF questions 24/7—trained on authoritative sources including ATO SMSF Rulings, the SIS Act and Regulations, relevant SMSF tax laws, all of Grant's books, articles and YouTube videos.
Embed expert thinking
Includes Grant Abbott’s proprietary SMSF, trust, and estate planning strategies—built into your GPT from day one. It is like having Grant as your adviser 24/7 - never hunt for an answer again.
Setup in under 7 days
Give us your letterheads and email templates, we do the rest. No IT hassles, no retraining—your AI is ready to work within a week.
Privacy Assured
The AI agent is built for your firm only and we have no access to the proprietary data - so you are free to use real life advice scenarios to create accurate letters of advice, client compliance emails and articles.
How It Works: Built Around Your Firm
1
Upload documents
Upload your firm’s letters of advice, templates, FAQs, and brand voice.
2
We Build your SMSF Agent
We configure a private GPT that mirrors your processes and Grant’s strategic intelligence enhanced with ATO SMSF resources.
3
Simulate scenarios
Simulate internal queries, draft sample responses, and refine output.
4
Launch & Scale
Roll it out to your team and start leveraging AI across your SMSF advice workflow.
