XpressBLKDemo Fund
Why Us
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Xpress Super regular reporting enables you to keep up to date and monitor the progress of your super fund, without the burden of maintaining the bookkeeping yourself. With up to date information, you will be in a better position to make important decisions relating to your super fund investments.
Where we detect unusual activity, or identify a transaction that is non-complying we’re able to attend to it promptly.
Do more with Xpress Super
Our online SMSF portal houses a wealth of information for your SMSF. The portal provides daily insights into investment income and performance, portfolio valuations and more.
Our comprehensive reports include:
- Member Details
- Asset Allocation
- Income Reports
- Balance Sheet and Operating Statement
- Investment Valuation
- Bank Account Transaction Details
- Contribution Cap Details with 3 year Bring Forward Rule Tracking
- Realised / Unrealised Capital Gains
- Pension Details - Min/Max and Pension Take YTD
Accounting and Tax
We handle all of the accounting require for your superannuation fund which are produced promptly at year end.
- Maintaining detailed capital gains tax records
- Maintaining detailed membership records
- Preparation of BAS/IAS/PAYG
- Preparation and lodgement of TBAR reporting
- Preparation and lodgement of FTP statements
- Preparation of all minutes and associated documentations
- Preparation of the annual tax return and regulatory documentation
Set up Your Self Managed Super Fund today
Talk to one of our experts. We’re here to help.
- 1300 216 890
