自管养老金领域一直在不断变化中,我们相信实时的养老金数据对您做有效的决策非常重要。
如果您的会计师仍然一年才更新一次,做一次账,这种方式在目前看来已跟不上形势的发展。由于合规管理越来越复杂,一年一报的信息有可能会影响您的自管养老金的合规管理。
我们从五年前就开始采用最先进也最专业的养老金软件CLASS,实时接受银行和交易平台的信息,及时更新您的交易活动,让您7天24小时随时随地查询您的账户情况。CLASS软件连续三年被业界评为自管养老金的最佳会计软件。
在登陆您的账户之后,您可以查看您的养老金贡献金额,退休金领取以及投资收益等信息。 通过实时更新的信息,您可以掌握您的年度养老金贡献状况,比如您已经往养老金里贡献的金额,年度限额的剩余部分等,确保您的养老金贡献不会超出年度额度或者因超额而违规。
从退休金管理来说,退休金主页会提醒您的最低和最高退休金领取标准金额,以及本财年您已经领取的退休金数额等。
对于我们来说,在更新实时的信息中,我们可以随时发现问题并及时和您联系并提供解决方案,确保您的自管养老金合规经营。
而不是等待一年或更长的时间才发现问题,有时为时已晚。 合规经营是自管养老金最大的挑战和问题,及时发现并解决问题是确保合规经营的一大秘笈。
如果您希望获取一份财务税务报告的样本,欢迎发送您的姓名和联系方式到我们的邮箱info@xpresssuper.com.au 或者直接联系我们 1300 216 890。
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