yourSMSF Daily Service

 

Our premium Daily Service frees you from mountains of paperwork, ensuring your fund and investments are regularly maintained, pensions are paid and compliance monitored to help protect your most valuable asset.

This service suits people who want to offload the handling of payments and expenses (including properties), do not like dealing with large volumes of mail, and are happy to monitor their asset position via our secure website or through their adviser.

Our daily service gives you more time to enjoy life, as well as peace of mind knowing that your fund is regularly reviewed.

Our premium Daily Services provides all the features of our Annual Service plus:

  • Daily processing of transactions
  • Expense payment service
  • Daily pension management
  • Web access to investment and member details
  • Central mail service
  • Active compliance monitoring during the year

Under this service yourSMSF becomes the mailing address for all fund related information which is recorded and generally forwarded to Trustees electronically. This information is processed daily ensuring the SMSF records are maintained on a regular basis and DDH bank entries are reconciled monthly. Investment Strategy compliance, BAS/IAS reporting, daily upload of information onto the Web Site, Quarterly e-mail reports etc. are all services included within the Administration Service.