Simple SMSF for Trustees
My Super Expert offers a complete online SMSF software solution that gives self-managed superannuation fund trustees an innovative administration & reporting framework.
Our SMSF software platform provides tools that make compliance, taxation and audit requirements both simple and immediate. A dynamic document management system provides sharing and collaboration, with your financial planner, accountant or investment advisor, all within an intuitive user interface.
We understand the complexities and heavily regulated paperwork, administration, compliance and reporting onus on trustees of SMSFs. These can now be streamlined on one simple system with multiple user access with minimal cost to you.
My Super Expert is
- 24/7 access for financial planners, accountants, investment advisors and fund holders
- Timely reporting with dashboard and full transparency of the most current data, e.g. daily bank data feeds, regular fund and registry note feeds
- Secure portal access of fund information
- Choice of paper or electronic annual returns
- Encrypted web platform SSL/secure login
- Safe data storage and backup
- Independent audit function
- Full compliance offering
- A paperless document delivery solution for your correspondence
- Allows you to receive and download documents from your investment advisor
- Receive Financial Statements, Income Tax Returns, spreadsheets, letters and invoices for individuals, partnerships, companies, trusts or super funds online, with email notifications of updated documents
- Documents can be digitally signed
