Scalable client management
Take control and manage all your self-managed super fund clients, using a single, centralised, end-to-end online platform.
SMSF Lite has been built from the ground up to handle multiple funds, managed by multiple advisers.
Whether you want to monitor contribution or pension limits at multiple fund level or query which clients don’t hold salary continuance insurance, or employ a corporate trustee, SMSF Lite has your needs covered.
Management and monitoring at multi fund level is core to our system architecture, delivering you with real “top-down” control of your clients.
SMSF Lite has been built from the ground up to handle multiple funds, managed by multiple advisers.
Whether you want to monitor contribution or pension limits at multiple fund level or query which clients don’t hold salary continuance insurance, or employ a corporate trustee, SMSF Lite has your needs covered.
Management and monitoring at multi fund level is core to our system architecture, delivering you with real “top-down” control of your clients.