DBN integration with Smarter SMSF
Simple Fund 360 clients can now save heaps of time by utilising their fund and member information to generate Death Benefit Nominations that meet the requirements of the Smarter SMSF Deed.
Clients can generate either a binding (including non-lapsing) or non-binding death benefit nomination (DBN) for a self-managed super fund member. Importantly, the DBN has been developed in accordance with the requirements of Schedules 1 and 2 of the Smarter SMSF Deed. Learn More >>>
New Advisor Extract Fact Finder
The SMSF Fact Finder report is now available in the Reports screen to help Simple Fund 360 clients share relevant SMSF member and investment information with their financial advisor. Learn More >>>
Investment Performance – Simple Dietz Report
We have improved Simple Fund 360 investment reporting for planners and investment advisers by adding a new Simple Dietz Method to the reports screen. The Dietz method provides a more weighted measure when calculating the return on a portfolio than a simple return method.
The Simple Dietz method measures investment performance during a period, incorporating cash inflows and outflows. Learn More >>>
New Data Feeds
With daily data feeds becoming vital to keep pace in the SMSF processing, we have added 3 new feeds:
- Evans and Partners daily feeds automatically importing cash and investment transactions.
- Financial Decisions contract notes, and
- Intas Financial Services contract notes.
The new contact notes have been added to the Share Data Pack.
We know how important it is to have efficient processing around workpaper production and we continue to focus our efforts on reducing the time taken to perform this process.
This release sees the introduction of New Warnings/Observations, utilising the data contained in the Simple Fund 360 general ledger to inform the user of any potential irregularities such as negative balances for further review.
We have also ticked-off the number 1 client wish list request – to order the workpaper attachments into the Control/ Sub account order.
To learn about all the new features, attend our FREE webinar!
New Features Webinar
10 Mar at 11:30 AEDT.
Register Now >>>