We have a demonstration login for our proprietary Superfund Wholesale portal:
This portal provides the following:
- The ability to submit online forms for key actions including (but not limited to):
- Establishing a new SMSF
- Transferring an existing SMSF
- Changing the trustee of an SMSF
- Requesting a bare trust / LRBA
- See the status of all your clients accounts including scheduled completion deadlines
- Respond to queries and tasks issued by Superfund Wholesale regarding your clients
- Access our adviser SMSF Knowledge Base for technical and practical information
- View and download all your clients SMSF documents including trust deeds and other 'permanent file' documents as well as ATO and ASIC correspondence
We already have plans to add to the functionality of our Adviser Portal including pulling additional client data from Class, embedding electronic signing and much more.
Our aim is to provide a single, seamless place for all key SMSF information - reporting, job management and documents.