icon-client-reporting_white-2 Client reporting

From SuperMate to truly stunning reports in no time - automate and customise your reporting to enhance your SMSF service offering and deliver information to your clients’ when they need it the most.

All compliance reports such as member and operating statements, statements of financial position, and tax returns are customisable to your business branding.

SuperMate’s reporting packs are customisable for different clients’ or associations like auditors and financial advisers. 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.

Other reports include detailed capital gains worksheets for both realised and unrealised gains, general ledger, asset allocation and investment performance reports.

 

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