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Fundview - Ongoing Management
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At
Super Plus we believe that managing a self managed super fund is
more than adding up the numbers. Keeping on top of the numerous
compliance issues is vital. To facilitate this Super Plus is implementing
a system we refer to as Fund View. This is a state of the art, fully
integrated administration, compliance, document management and reporting
solution. 
The first fully operational and accessible stage of this system, is the
Online Reports area. Here advisers and selected clients at the advisers
request, can view online a range of reports applicable to their SMSF(s).
These reports include:
- Valuation – with capital gains tax position of each investment
- Investment Disposals
- Income Report
- Investment Strategy Asset Allocation
- Operating Statement (Profit & Loss)
- Statement of Financial Position (Balance Sheet)
Contact us to obtain a password to view our
sample online reports.
