Streamline your SMSF Administration
Smart Money Company manages your entire Self Managed Superannuation Funds administration, accounting, tax and audit process on behalf of you and your clients – so you can work smarter, faster and focus on what really matters to you: your business and your clients.
As a complete online SMSF system, Smart Money Company provides a wide range of users (including accountants, administrators, financial advisers, trustees and auditors) the complete management of all the administrative and reporting needs of your SMSF clients from a single software solution.
With Smart Money Company Super in your business, you can be sure that your funds will be processed easily, effortlessly and with minimal error rate.
Smart Money Company Super is intuitive.
Smart Money Company offers the user intuitive processing screens dealing with the complete life cycle of the transaction and provides for automated monthly processing :
- Updated market information including pricing, asset allocation, distributions, dividends, announcements etc
- Quantity reconciliation for Chess Sponsored and Custodial assets
- Reconciliation and matching of contract notes and wrap transactions
- Dividend, DRP and distribution generation
Smart Money Company Super is efficient.
Smart Money Company Super drives business efficiency by providing:
- Extensive ‘fully automated’ daily client transaction data feeds, including banks, brokers and wraps
- The ability to bulk process transactions across all your funds (including corporate actions), through flexible and multiple data entry methods
- Automated business and instalment activity statement generation with fully integrated online lodgment directly to the ATO
- Completely integrated online tax return generation and lodgment directly to the ATO
- Full audit trail and dynamic look through of data feed origin and history, complete postings trail and amendments
- An extensive range of client transaction data uploads (including Excel, with no manual mapping or coding required)
Smart Money Company Super is scalable.
The Smart Money Company Super team has a background of delivering innovative and first-to-market solutions to this highly specialised sector.
Integrating Smart Money Company Super makes business sense:
- More efficient processing – greater margins per job and increased overall capacity
- Increased productivity of experienced and higher-paid staff who can be re-allocated to work that generates more income
- Greatly reduced staff errors thanks to automated processes and elimination of manual administration
- More time to focus on areas of the business that will deliver increased revenue ability to provide a significantly improved compliant service to your clients increasing loyalty and retention rates
- The outperformance of competitors still using more traditional administration platforms
- Integrated and branded online client reporting.
Smart Money Company Super manages your entire Self Managed Superannuation Funds administration, accounting, tax and audit process on behalf of you and your clients – so you can work smarter, faster and focus on what really matters to you: your business and your clients.