Inbuilt regulatory reporting

SMSF Lite contains integrated, online tools to ensure your clients are able to meet all their regulatory and compliance reporting obligations.

As an ATO standard business reporting software developer, all Annual Self-Managed Superannuation Fund Returns and GST lodgements are calculated and submitted using our own platform, providing complete visibility of the status of these activities.

In addition, SMSF Lite produces minutes and validates activities of funds to ensure you and your clients are aware of their trustee compliance obligations. Of course, we also include the production of a host of additional documentation, including lump sum and income stream payment summaries and Centrelink Schedules, to name a few, to streamline the reporting process.

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