Streamline SMSF administration

Streamline your core business and maximise efficiency with software designed to take the complexity out of SMSF administration, reporting and compliance monitoring. All this – at a fair price.

Why SMSFs need specialist software

SuperMate makes it easy to complete your SMSF-specific tasks, with features standard accounting software can’t offer. With SuperMate you can quickly and easily:

  • allocate profit to members based on weighted average daily balances
  • allocate earnings from segregated assets to the right members
  • ensure the correct treatment for capital gains tax and corporate actions
  • record the correct tax components of member balances to ensure the right amount of tax is applied to benefit payments
  • identify when member benefits are preserved, helping avoid any penalties for early access and ensure the correct pension type is used.

Our easy-to-use software solution simplifies and automates the process, then generates the SMSF’s return for you. There’s no need to re-enter data – saving you time and preventing errors.

SuperMate for administrators

Help your practice to be smarter, faster and more profitable

SuperMate SMSF Administration Software has 100s of data audit wizards to assist with managing your SMSFs’ compliance, including:

  • staying within contribution caps
  • complying with minimum pension payment requirements
  • reviewing compliance with in-house asset rule
  • ensuring year-end asset values are recorded at current market value
  • checking for overdrawn bank accounts
  • ensuring a valid TFN is recorded for all fund members.

We also give managers the tools they need to monitor workflow, to ensure any bottlenecks are quickly identified and addressed.

Tailor it your way

Customise each staff member’s access to SuperMate based on their role. That way, sensitive areas, for example electronic lodgement, can be restricted to those staff with the experience, knowledge or responsibility for that function.

Drive efficiency and productivity in your practice 

SuperMate offers an extensive set of pre-defined workflows, designed to speed you through everyday tasks. Our workflows can:

  • prompt your employees through each step of the process, ensuring consistency and accuracy
  • capture data on the status of each job – giving you visibility to track jobs in detail, and the insights you need to manage your SMSF business more effectively.

Get ready to grow

With the use of automatic data loads from banks, brokers and wrap providers, and our comprehensive corporate actions library, you will spend less time on manual data entry, making your business more streamlined and efficient. 

With less manual processing, you can manage more funds at once – enhancing your revenue stream and achieving better economies of scale. And our specialist SMSF team will help you provide a convenient and reliable service to clients.

There’s never been a better time to switch to SuperMate

Find how easy it is to make the switch and transform your SMSF business.

Enquire now

Or call 1300 023 170 today.