SMSF Lite allows you to view all your clients within purpose built screens, allowing those which require attention, to be identified at a glance.

Whether death benefit nominations are due for review or member insurance isn’t held within a fund, SMSF Lite provides the ability to add comments against individual clients and assign follow-up dates throughout the system, to assist you in managing these tasks.

In addition, client emails or text messaging can be pre-configured to support a range of client communication, such as the requirement to review and sign year-end documents or provide missing documentation in support of a transaction.

Regardless of the activity, SMSF Lite enables you and your clients to manage these requests using a consistent and consolidated communications framework.