SMSF Daily Extra
A daily administered SMSF administration service that includes SMSF compliance services. Financial accounts and SMSF tax returns are prepared by your chosen accountant.
|Service||SMSF Daily Extra|
|Retention of scanned documents|
|Daily bank account reconciliation|
|Preparation of rollover paperwork|
|Managed fund distributions|
|Investment re-valuations daily|
|Asset allocation tracking|
|Specific asset performance|
|Capital gains maintenance|
|Cash flow reporting|
|Member account balances|
|Super compliance monitoring|
|Monitoring compliance with Trust Deed|
|Monitoring compliance with legislation|
|Maintenance of trustee and member records|
|Contribution monitoring and reporting|
|Calculating and reporting benefits|
|Pension establishment and ongoing payments|
|Lump sum payments|
|Benefit monitoring and reporting|
|Provision of electronic data file to accountant|
The below table illustrates functions that are carried out by a third party
|Preparation and lodgement of Income Tax Return||Accountant|
SMSF Investment Patterns Survey - September 2013
Multiport regularly undertakes an analysis of our SMSFs investments. Read more...
Multiport wins CoreData award
Multiport was recently announced as an award winner at the inaugural CoreData SMSF Service Provider awards. Read more...
September 2013 Newsletter
Our latest newsletters are now available for trustees, advisers and accountants. Read more...
APRA Statistics Snapshot
APRA has released the data about the superannuation industry as at 31 June 2013. Read more...
No changes to SMSF off-market transfers
The Federal Government amended the Bill that was designed to ban SMSF off-market transfers from 1 July 2013. Read more...
2013 Federal Budget Update
The Federal Government handed down the Budget, reaffirming the superannuation changes recently announced. Read more...
Labor Super Election Policy
On Friday 5 April 2013, the Federal Government released a package of reforms for superannuation. Read more...
Minimum shortfall rules for pensions
The ATO recently published how the shortfall rules for pensions will be practically implemented. Read more...