SMSF Lite allows you to extend your client relationship well beyond the provision of traditional investment advice.

Simple but potentially administratively complex tasks such as managing estate planning, salary sacrifice strategies or pension eligibility can now be handled using a feature rich set of client strategy tools, at both multiple fund and individual fund level.

The ability to seamlessly handle these basics, along with more advanced strategies such as those involving re-contributions and pension re-boots, allows you to now provide a level of service to your client which would previously been expensive and impossible to manage efficiently using a traditional accounting arrangement.