Smarter SMSF to Launch Smartie AI for Technical Support

Nov 1, 2026
Smartie AI is designed to answer SMSF technical questions from a curated knowledge base, cite sources and refer uncertain cases to human specialists.

Smarter SMSF will make its Smartie AI technical support assistant publicly available on November 18, according to SMSF Adviser. The tool answers self managed super fund questions using a curated library of training materials, legal guidance and Australian Taxation Office rulings.

Smartie AI is designed to cite supporting sources, and CEO Aaron Dunn said it has been instructed not to answer from model knowledge or memory. When it cannot provide a confident response, users can reframe the question or submit a ticket to Smarter SMSF specialists. The service includes six specialist agents covering contributions, pensions and benefit payments, investment rules, trusteeship and membership, estate planning, and fund taxation.

The assistant is built with Microsoft Copilot Studio and is licensed per firm, giving all staff access without per user fees. It includes more than 120 prompts and can turn answers into file notes, advice extracts or client emails. Smarter SMSF says the system does not use client personal data and applies Zero Trust security and Data Loss Prevention controls.

We hope you enjoyed this article

Consider subscribing to one of our newsletters like Finance AI Weekly or Daily AI Brief.

Also, consider following us on social media:

AI in Finance AI Brief AI Brief (X)
Free newsletter

Finance AI Weekly

Weekly newsletter about AI in finance. Covers AI-driven trading, fintech innovations, and data analytics transforming markets

Guide
23 AI meeting assistants for financial advisors

23 AI meeting assistants for financial advisors

What each one captures, what it keeps and which records it changes, from standalone apps to the AI built into advisor CRMs.

Market report

2025 Generative AI in Professional Services Report

Thomson Reuters

This report by Thomson Reuters explores the integration and impact of generative AI technologies, such as ChatGPT and Microsoft Copilot, within the professional services sector. It highlights the growing adoption of GenAI tools across industries like legal, tax, accounting, and government, and discusses the challenges and opportunities these technologies present. The report also examines professionals' perceptions of GenAI and the need for strategic integration to maximize its value.

Read more

You may also like

Free, six days a week

Daily AI Brief: the AI news that matters, in your inbox.