Workflow Scheduling

  Each year we schedule all of our SMSF clients to complete their work in a timely manner.  The scheduling allows us to meet the various ATO and Centrelink due dates throughout the year.   Over the coming weeks we will be conducting a review of all client jobs completed in the past year and…

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New fund reports login

In a world that is becoming more mobile than ever before, having access to information across a PC, laptop, tablet and mobile device is growing in importance.  This extends right through to the services that we provide at SMSF360, which is why we are pleased to advise of our new client login area to access all of your…

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Changes to pensions in Federal Budget

The Government has made important announcements within the Federal Budget that reset the framework for individuals drawing pensions from their superannuation. Some of these measures to be introduced from 1 July 2017 come off the back of recommendations from the Financial Systems Inquiry (FSI) which focus on setting an objective for superannuation ‘to provide income…

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New T+2 days for ASX settlements

  Changes from 7 March 2016 by the Australian Stock Exchange (ASX) will reduce the current settlement period from 3 days to 2 days.  This means settlements that trade will be required to occur two business days after the day a trade takes place. This settlement period will be called T+2 (trade date plus 2 business…

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Thinking about a SMSF?

Many people look to self-managed super funds to take a greater control in their investment decisions to meet their retirement objectives. This decision to set up an SMSF is an important one that should be carefully considered to ensure that it is the right option for you and your family.     Have you been…

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Introducing SMSF360 Box

SMSF360 Box makes it easy to manage your self-managed super fund content, provide a simple and secure way of sharing your documents from anywhere, anytime and from any device (computer, iPad, iPhone or android device).   A growing number of clients are using SMSF360 box to collaborate to share documentation to manage and maintain the…

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Tracking contributions has never been easier

We have recently updated our SMSF360 FundWeb Contribution Caps page to take into account the “Bring Forward Rule” and contributions to “other funds”.  This means that you can now: ­Automatically track payments against contribution cap limits. ­Capture contributions to other funds. ­Capture prior year details, i.e. the ‘Bring Forward’ rule is supported. ­Keep up to…

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