SMSF Administration
We really enjoy working with our clients and providing specialist support with their self managed superannuation fund (SMSF). It is an extremely important area since it involves your funds for retirement. And what's more important than having enough in retirement? We don't offer financial advice, but we are extremely well positioned to assist you with all of your administration needs. We have very useful software that enables us to keep your SMSF up-to-date so you are able to view the current value of your SMSF at any point in time. Providing that we link your investments and bank accounts to our software, we will be able to provide you with ongoing (monthly or quarterly) reporting to keep you informed.
Benefits of using our online access
Our online access for our clients is ideal where:
- electronic data feeds can be established with your existing bank account
- you want regular access and updates of your SMSF's financial position or performance
- you want regular monitoring of your transactions, details of your contributions or monitoring of your pension
