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SuperFund

Simplifying SMSF compliance

SMFS compliance

Sage HandiSoft's integrated SuperFund module will make SMSF compliance easier and more profitable for your professional firm.

KEY ELEMENTS

  • Integrates with HandiLedger to produce financial statements. 
  • Integrates with HandiTax to prepare income tax returns
  • Checks compliance with statutory areas, for example:

    - Contribution rules limits

    - Investment strategy
  • Investment register with the option of importing current market prices of listed securities and managed funds
  • Helps calculate taxable and non-taxable capital gains
  • Compliant Pension Calculator
  • Produces reconciliation reports to facilitate auditing 
  • Various data import options and BankLink compatible

I would suggest that, on average, we are saving 40 minutes per return.

Jim Norbury - Strategies 4U

Case Study - Save time with compliance

Jim Norbury, Director Finance Strategies for one-stop financial services company, Strategies 4U, has been using the SuperFund module in his practice of 25 staff.

He says "SuperFund saves Strategies 4U considerable time and money and has led to increased productivity. I would suggest that, on average, we are saving 40 minutes per return..."  

Read the full case study

 SuperFund Brochure (1.2MB)
 

SMSF Auditing

FREE Product Demo

Register for a FREE 30-minute web demo see the new product features in action:

  • Tue 15 May 12.00 - 12.30pm AEST - Register
  • Tue 22 May 12.00 - 12.30pm AEST - Register
  • Tue 29 May 12.00 - 12.30pm AEST - Register
  • Tue   5 Jun  12.00 - 12.30pm AEST - Register
  • Tue 12 Jun 12.00 - 12.30pm AEST - Register
  • Tue 19 Jun 12.00 - 12.30pm AEST - Register
  • Tue 26 Jun 12.00 - 12.30pm AEST - Register  
     

For more information