SMSF information is just a click away
With the SMSF landscape constantly changing, we believe it’s more important than ever to have access to your superannuation information.
The annual “Shoebox” service no longer cuts it when it comes to SMSFs.
Thank you to Class Super, we are able to provide our clients with 24/7 access to their compliance and investment reports. Class Super has been our software provider for over 5 years and has been voted best SMSF software provider three years in a row, in the SMSF Adviser SMSF Awards.
You will receive access to a range of investment and compliance reports for your fund to monitor contributions, pension levels and investment performance.
Our software keeps you up to date with how much you have and can contribute – ensuring you don’t make any contribution errors.
Our pension page notifies you of what you have drawn year to date to ensure you can monitor your minimum and maximum pension requirements.
Most importantly, we’re processing your SMSF daily, not annually. If we notice any issues or a compliance breach – we will contact you immediately to rectify.
Dealing with any issues as they occur – ensures you remain fully compliant at all times, delivering you absolute peace of mind.
If you would like a demo of these online reports, please provide us with your name and email address to firstname.lastname@example.org or give us a call on 1300 216 890.