All of my clients get exclusive online access to their up to date SMSF accounts throughout the year. Their is no need to wait for out of date hard copy financial statements or having to compile information from multiple sources to get an accurate picture of the performance of your SMSF.
The login below provides you with secure, 24/7 online access to your self-managed super fund’s financial, investment and member information.
If you are interested in using this service for your existing SMSF, please click here to contact me.
To view a demonstration of the SMSF Accounts Login area, enter these login details into the box to the right of the screen:
Information Available Online:
- Investment Portfolio Valuation
- Bank Account Balances and Transactions
- SMSF Balance Sheet, Profit & Loss and Member Statements
- Asset Allocation Report
- Investment Income Reports
- Realised and Unrealised Capital Gains
- Pension Minimum & Maximum Amounts and Year to Date Drawings
- Contribution Limits and Year to Date Contributions
All investments are valued at the most recently available market value.