Legal documentation
- Actuarial
- Automated data loads
- BAS/IAS returns
- Bulk Processing
- Client reporting
- Compliance
- Corporate actions
- Data-mining
- Data Integrity Checks
- Depreciation schedules
- Document Management System
- In the cloud
- Legal documentation
- Pension processing
- SuperStream
- Transfer Balance Account Reporting (TBAR)
- Tax statement automation
- Transaction Centre
- Workflows
- ViewSuper dashboard
SuperMate simplifies the process of ordering new SMSF establishment documents, deed upgrades and amendments as well as change of trustee documentation.
Integrating with a market leading provider; you can order your SMSF documents directly through SuperMate.
The required information is taken straight from existing fund information and where additional details are required, the SuperMate tailored wizards will guide you through the data entry process.
All produced documentation is stored directly in SuperMate for printing and future reference.
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