Client
All our SMSF clients
Problem
- Client had trouble understanding SMSF paperwork, and accounting reports done by their previous accountant;
- unable to track their super balance;
- unable to determine their superfund’s performance etc.
How we helped
We updated their accounting system + gave client access to our accounting file
As a result:
- clients were able to have an up-to-date financial performance and position of their superfund;
- client could identify and understood all their transactions in their financial reports;
- paper work was all uploaded to the cloud;