Why SMSF Daily Processing?

Real-time reporting for many SMSFs has arrived. New rules mean self-managed super fund trustees need to report incomings and outgoings from their funds much more frequently once they are in pension phase.

Experts say, the new rules are a sign the Australian Taxation Office will soon require SMSF asset values to be reported on a real-time basis. We’re moving towards a situation where people will have a better view of their pensions, contributions and investments.

The advent of automated SMSF Compliance software such as CLASS and BGL360, advanced Audit software such as Cloudoffis and electronic data feeds has now enabled accounting firms & SMSF Administrators to get their funds processed daily.

Our SMSF Daily Processing Services

Our SMSF Daily Processing services are especially designed for firms such as yours whose clients (trustees and advisers) prefer monitoring their assets on a regular basis or need a greater level of access and information to their SMSFs. We can help your firm with:

  • Daily, Monthly, Quarterly processing of your firm’s SMSFs
  • Daily, Monthly or Quarterly query processing
Online Job Portal for easy access

You can view the progress of your job everyday on our unique online job portal, no matter where you are. As the data is stored in the cloud, up-to-date financial information is visible to everyone 24/7.

Many of our clients with a large client base have been able to lodge almost 90% of their SMSFs before Christmas!

To discuss outsourcing your SMSF Daily Processing jobs, please fill up our contact us form or call us on 1800 278 737.