IPS provides a comprehensive solution to manage all aspects of your SMSF program.
Our SMSF Data Centre, which is a complete instruction interface and storage centre for all SMSF related documents, with a controlled user and third-party access. The SMSF Overview page, which provides a snapshot view of the progress of the annual SMSF return program for an adviser’s client base.
Key features of the SMSF Portal include:
- Modular offering where IPS can either provide full administration or provide advisers with their own SMSF stakeholders access to the portal to produce the return/audit
- Having real-time transparency over the progress of the SMSF return by bringing all parties to the one platform
- Email/Workflow notification to the next party when a stage of the return is completed
- Regularly updated news and alerts section
- Document repository for all SMSF related documents, current and prior years
- SMSF account opening
- Supporting advisers referral relationships by giving access to multiple 3rd parties at a client level
- Complete instruction interface