Simplifying SMSF 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 prepare Members' 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
For further information: