Self-managed superannuation fund service provider Cavendish Superannuation has created an online portal that will give advisers access to a range of fund information.
The portal will provide information ranging from fund and member details to pension information and financial statements, including member statements and tax returns as well as trust deeds and amendments, according to Cavendish national relationships manager Peter Cocks.
It will also allow access to Cavendish’s workflow systems, which will enable advisers to see whether or not a fund has gone to audit, if the financials have been prepared and whether a tax return has been lodged with the Australian Taxation Office, Cocks said.
Cocks said Cavendish would be seeking feedback from advisers on the portal, as it would be enhanced over time.
