Supporting advisers

Every step of the way

A comprehensive SMSF administration solution

Supporting professionals and their SMSF trustees to meet their ongoing administration and compliance obligations.

Online access with up-to-date fund reporting

Specialist technical support to assist with all your SMSF requirements

Alerts and tracking of contributions, pensions, investment strategy and more

Collaborative and secure online access to all fund documents

Why SMSF360 to support your SMSF clients?

White-label fund reporting

SMSF360 can provide online FundWeb access to your SMSF clients, with your owning logo and branding. This allows you to provide online access from your own website, allowing you to regular drive traffic and client engagement online.

Generate fund reports

From the SMSF360 FundWeb, you have the ability to generate regular investment reports for clients on their portfolio valuations, income, performance and more. In addition, you have online access to track vital member statistics including contributions, pensions and compliance with the fund’s investment strategy.

Online tools to support advisers

SMSF360 provides online access to a range of order forms, templates and other documents to assist advisers in their role to support their trustee clients. These documents are securely available online through the website.

Access fund documents

SMSF360 provides you with access to all of your funds documents online, including trust deeds, death benefit nominations, investment strategies, pensions and more. Through a collaborative approach, all fund documents are securely available to preview online, download and share (subject to certain permissions being provided). In addition, you have the ability to upload documents to SMSF360 and comment accordingly fund documents. SMSF360 also provides the ability for advisers and trustees to now digitally sign documents through Docusign, making fund compliance quicker, and more effective to administer.

Ongoing technical support and training

One of the great strengths of SMSF360 is the technical support it provides advisers to effectively implement many of the popular strategies available with SMSFs today. Not only do you get access to our technical team via telephone, email and online, SMSF360 also provides the ability for their referral advisers to gain access to regular SMSF training as part of their relationship with The SMSF Academy.

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