I’m please to advise that we have released some additional portal functionality for you.
- You now have access to an unbranded SMSF Guide in Microsoft Word that you can brand if you wish.
- Our SMSF/APRA Suitability reporting tool has previously only applied to new funds. It now includes existing SMSFs giving you the ability to satisfy the requirements of those dealer groups requiring a yearly justification review. It includes some default APRA fund data if you do not have a standard comparison fund.
- In conjunction with 2. We have included an Expenses Report. It shows the expense data which prepopulates the existing fund justification report. Even if you don’t need the justification tool, I feel you will find this report of interest. The displayed data will be downloadable to excel in the next mini release later this week. Using similar data mining, we will produce other, more generally, useful reports later in the year. Any suggestions/requests are welcomed.
Should you wish a guided tour of the new suitability tools you can book a Zoom presentation on my calendar. It will take about a half hour.
Our next project is a very important one – the MyGov reconciliation tool. I look forward to releasing this soon.
Just a reminder that our fee special for existing funds transferring to our systems is available until 30th June.
