icon-client-reporting_white-2 Client reporting

Automate the production of reports, customise them for your clients and create different suites of reports for different clients or associations.

  • Includes all compliance reports required by the ATO such as member statements, statements of financial position, operating statements and tax returns.
  • Other reports are provided to assist you and your clients to manage their SMSF more effectively, including detailed capital gains worksheets for both realised and unrealised gains, general ledger reports, asset allocation and investment performance reports.
  • You can also create different suites of reports for different types of clients or associations from auditors and financial advisers. And in one report run, a number of suites can be put together to be run automatically. For example, as a single job you could produce one simplified pack for client signing, a second detailed pack for the client and a third for the auditor.
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