SMSF Services
Would you like a 3-year snapshot of your clients’ SMSF account balances?
That’s why many advisers select WealthPortal to establish, administer and report on their clients’ SMSFs. The 3-year view makes tax planning and decision making easier – anytime, anywhere.
Money In will show you:
Rollovers
All types of Concessional Contributions for each member
All types of Non-concessional Contributions for each member
Money Out will show you:
Tax
Administration Fees
Insurance Premiums
Pensions Paid
Transfer Outs
Other Transactions
Online member balances available
Enjoy easy access to a detailed view of each member account balance with an up to date Provisional Member Balance.
Asset administration is easier
Enjoy integrated transaction, administration and reporting capabilities across one of the widest ranges of investment types in the market
Manage more sophisticated investments, such as loans (including limited recourse borrowing arrangements), directly-held shares, warrants, structured products and property
Access our integrated order pad, with comprehensive daily reporting provided across all assets and liabilities
Tax and audit services are offered
Comprehensive online reporting is provided daily and as part of the end of year tax report
All tax reports are reviewed, meaning SMSF auditors can rely upon the audit certificates provided as part of the client's tax report package
If mail house services are provided the annual tax report will include the substantiation documents that have been received throughout the year and that are required to complete an SMSF audit
Unlike many SMSF providers
WealthPortal offers you and your SMSF clients:
Online SMSF reporting and processing
Online access to tax and financial positions on a daily basis
Access to full custodial services (via mail house services) allowing trustees to hand over all the day-to-day investment administration
Also unlike other SMSF Providers
Transactions are not limited
Investments are not limited (except by SMSF rules)
Transfers are not limited
Optional services can make a big difference
Outsourced mail house services … means hands free paperwork and simpler administration
Rebuilding tax history transaction by transaction … means accurate portfolio information and tax reporting
Full and detailed tax reporting … means simpler, lower cost tax planning and management
Wherever and whenever …
The comprehensive online reporting is updated daily so you’re prepared to discuss SMSFs with your clients whenever.