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Streamline Tax Time with the SMSF Check-Up Report

As tax time looms, accountants are under pressure to ensure accuracy and efficiency in managing their clients’ Self-Managed Superannuation Funds (SMSFs). 

Up against the challenges of talent shortages and the complexities of SMSF management, Accountants are more frequently turning to technology to plug staff shortages and streamline their processes while still delivering exceptional service to their clients. 

Accountants using BGL’s Simple Fund 360 can subscribe to the SMSF Check-Up Report from accountantsGPS, a game-changer in the industry.

Conducting a comprehensive analysis of an SMSF traditionally involves weeks of manual labor, pouring over spreadsheets, statements, and financial documents. However, with the evolution of digital technology, such onerous tasks are becoming a thing of the past. 

Weeks of manual analysis done in minutes

The SMSF Check-Up Report leverages the power of automation to condense weeks of manual analysis into mere minutes, revolutionising the way accountants approach SMSF management. See how easy it is.

At the heart of the SMSF Check-Up Report lies its ability to provide key financial and management insights into the financial health of a fund. By leveraging factual information, the report completes a high-level gap analysis, swiftly identifying potential opportunities and issues within the fund. 

Delivered in a user-friendly format. Accountants are empowered to make informed decisions quickly and effectively, enhancing the overall efficiency of their practice.

Doing more with less

With almost half of accounting teams needing personnel, Accountants are extremely time-poor. One of the most significant advantages of the SMSF Check-Up Report is its time efficiency. Having a document that details a fund’s health at the click of a button not only empowers Accountants with valuable and detailed information but does it while freeing them up to do other essential tasks.

Cost neutral

The RRP of an SMSF Check-Up Report is $500. With monthly subscriptions starting at $255 per office per month, Accounting firms ensure their investment in the accountantsGPS platform is low risk.

As tax time looms, SMSF Accountants can beat the talent shortage and improve their client experience by subscribing to accountantsGPS and generating SMSF Check-Up Reports for their clients. 

Book a 30-minute chat with George Haramis, CEO and co-founder, to discuss joining the other accounting practices benefiting from the SMSF Check-Up Report. 

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accountantsGPS and moneyGPS are SaaS products that provide affordable, compliant digital advice and SMSF services, to Australians through; Institutions, Accountants, Financial Advisers, Superfunds and Employers.

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