1. One place for SMSFs
- One place for you and your clients to view and track all fund information, saving you time and giving your clients the tools they need to stay compliant.
- Ability to upload external assets, giving your clients a whole of wealth view, all in one place.
- A place for you and your clients to collaborate and securely store and share information.
2. Our SMSF technology talks to yours
- Seamless data feeds to your SMSF administration software, supporting practice efficiency and up-to-date accounting.
- Real-time integrations with Class Super and BGL SimpleFund 360 to simply keep track of contributions, pensions and other important SMSF information.
- You and your clients can access a whole of wealth view with the ability to incorporate any external assets such as property, manually or automatically from supported SMSF administration software.
3. Growing the SMSF portfolio
- It's easy for your clients to expand their investment options or build out a diversified super portfolio with access to Panorama Investments.
- Your clients can have access to an integrated cash account, over 2,400 ASX listed securities and a broad range of professionally managed investments from Australian and Global investment managers.
4. Helping your SMSF clients stay on track
- Dedicated accountant access allows both you and your client complete visibility of the account at any time.
- Our secure online document library is one place for you to store, share and access important fund information. You can add a date stamp, flag documents for audit and share them with your client or their adviser.
- Online access on any device so your clients can stay on top of their SMSF on their mobile, tablet or PC.
5. Tax time made easy
- Year-end process made simple with online tax and investment reporting.
- Easy access to generate a range of up to date investment reports including, portfolio valuation, asset allocation, performance tracking as well as tax information, making the year end process simple for you and your clients.
