Give your SMSF business the edge
Create a full-service SMSF offering while streamlining compliance and reporting – so you can spend less time on admin and more time providing personalised advice – without an expensive upfront fee.
Stay on top of SMSF compliance
SMSF software needs to do more than simply create financial statements and returns for an SMSF; it needs to provide you with the tools to monitor compliance.
SuperMate's SMSF administration software is packed with clever features that take the complexity out of SMSF compliance. Our software has hundreds of data audit wizards that you can schedule to run on a periodic basis to make sure funds are compliant. For example:
- 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 account
- ensuring a valid TFN is recorded for all fund members.
Harvest real-time business intelligence
Enjoy access to SMSF client data:
- View reports for a single fund, or all of your funds, without the need to contact the SMSF’s accountant or administrator.
- Benefit from powerful search functionality across client portfolios, potentially saving you time.
- Move to daily processing by using automated data loads – so you can discuss, implement and monitor strategies with clients using real-time data.
Save time with easy platform integration
- Import SMSF data recorded on wrap platforms directly into SuperMate – no more double processing and recording.
- Save time and effort, with simplified year-end compliance.
Share smarter insights
- Deliver an exceptional client experience around the clock through our intuitive online client portal that gives you and your clients a clearer picture of their SMSF.
- Empower your SMSF clients with easy access to their fund information on any device.
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.
Or call 1300 023 170 today.