To preview our premium online reports, please view the video below.
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
- What is my portfolio worth?
Monitor the value of your investments, as listed asset values are updated daily for your convenience.
- 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.
- 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.
- 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