Our Daily Online Reporting

Please check the video below to preview our premium reports.  For first hand experience of the premium reports, please fill up this Contact Us form and we will send you your own login details.

Ongoing changes in legislation that affect the SMSF trustee can create headaches but that is where we are here to help!

One of the key benefits of working with us is the ability to access your vital SMSF information 24/7. Our cloud-based SMSF accounting software streamlines all aspects of SMSF administration, delivering a truly automated and highly cost effective solution.

At a glance our daily online reporting answers three vital questions for an SMSF trustee

  1. What is my portfolio worth?

Monitor the value of your investments, as listed asset values are updated daily for your convenience.

  1. How much do I need to withdraw from my pension?

Our detailed pension view shows you at a glance whether you have satisfied your pension requirements for the year or if action is still required.

  1. How much can I contribute this financial year?

With changes in legislation, keeping track of your contributions is more important than ever. With our online reports you can monitor contributions by member and type – concessional vs non-concessional.

Are you ready to take control?

Book Your FREE Consultation Today!

  • Affordable
  • Daily Online Reporting
  • Easy Compliance Management
  • Liberty to Choose Your Own Shares
  • Invest in Term Deposits
  • Invest in Property
  • Truly Paperless SMSF Solution
  • Fully Integrated System
  • Latest Innovation in SMSF Industry
  • Designed for Hands-on Investors
  • Pre-Selected Platform at your Fingertips
Services
Timely Annual SMSF Administration/Compliance

Managing your SMSF administration and compliance is a simple process.

All the information regarding your contributions, pensions and investments are available to you at the click of a mouse.

You can easily keep track of how much you’re contributing to your fund, and monitor your pension balance on a daily basis.

Easy Online SMSF Setup

Just complete our online client engagement form on your phone, tablet or PC and your SMSF establishment kit will be sent to you same day!*

(* within 24 hours of receipt of payment for fund establishment)
Daily Online Reporting

Check the updated status of your super investments every day, using our daily reporting tool powered by Class Super software.  No paper to keep track of.  Simply log-in to check the status of your investments, 24/7.

Range of Investment Options

There’s a range of investment options available to you.  Choose from share trading, term deposits, real estate properties or even precious metals.  One of the major benefits of SMSF is the flexibility to choose your own investment.

Affiliations
CommSec
Xero
SMSF Associations
Sage CRM
Bell Direct
Class Super
Chartered Accountant
Australian Money Market