Self-managed superannuation fund management

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;

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