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“As an accounting professional whose practice supports a large number of Self-Managed Super Fund clients, the development of the SMSF Check-Up (SCU) Report, which we can produce in only a few minutes, is a game changer in how we engage and assist our clients.

The SCU provides us with a digitally supported, comprehensive analysis of our SMSF’s regulatory and financial situation, alleviating the need to spend hours or days attempting to replicate the SCU from manual review and collation.

This level of analysis and detail may not even be possible without the SCU due to the amount of time and expertise staff would require to manually compile this amount of detail. Importantly, the SCU provides the platform for our staff and partners to engage our SMSF Trustee & Member clients to ensure we keep abreast of key issues impacting the achievement of their compliance and wealth objectives, in a timely and cost-effective manner.Best of all it ensures we’re providing as much factual and relevant information without any concerns of over-stepping when it comes to providing financial advice to our clients.

It’s a game-changer in our dealings with our SMSF clients.”

Alex Hammond, Director, 360 Partners, BBus (Accountancy) CPA

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