Client Login
Scalable client management
Take control and manage all your self-managed super fund clients, using a single, centralised, end-to-end online platform
Client acquisition made easy
Simple “wizards” enabling you to create new self-managed super funds, as well as transfer existing client funds, within minutes
Advanced portfolio reporting
Measure, monitor and analyse investment performance, as well as asset exposures, against pre-defined portfolios and benchmarks
Optimised, accurate taxation
Superior tax management through whole of fund tax projection, combined with optimised parcel selection and loss offsetting
Automation equals lower costs
State of the art purpose built automation enabling administration to be delivered “onshore”, at significantly lower costs
Comprehensive strategy tools
A feature rich range of analytical tools allowing you to manage and implement strategies at individual and multiple fund level
advanced technology = lower costs = greater savings in retirement
$2,750
Traditional SMSF Fees1
$880
SMSF Lite Fees
1 This figure has been used for illustration purposes only and savings will vary based on this fee.
| 10 Years $24,883 | 20 Years $73,832 | 30 Years $170,123 |
