SMSF Lite contains a rich set of screens to assist you with monitoring client portfolios, either individually or on an aggregated basis.

Whether you want to find out which clients have more than $10,000 in cash, the total investment movements in a client held security since inception, or find out how the cost base of a Stapled Security and its underlying securities have been calculated, SMSF Lite provides you with access to a range of tools, to support your client investment management activities.