Non-SMSF Portfolio Reporting

In addition to SMSFs, Superfund Wholesale can also provide consolidated portfolio reporting for non-SMSF entities including:

  • Companies
  • Investment & Family Trusts
  • Fixed Unit Trusts
  • Joint Portfolios
  • Individual Portfolios

Online reporting is available and is very similar to our SMSF reporting however it currently does not separate report equity accounts. 

The attached Reports Catalogue document provides a list of reports we can generate. From these reports it is possible for us to put together a reports package similar to what can be provided by a traditional wrap platform.

Standard pricing for non-SMSF portfolio reporting is $480 inc GST per annum ($40.00 monthly)

The above pricing does not include full / special purpose financial statements or preparation and lodgement of non-SMSF entity tax returns. Depending on your requirements we have a separate solution that may be suitable for these services.

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