Feedback from financial advisers and accountants has been used by OneVue to extend its suite of self managed superannuation fund (SMSF) services.
The company announced the extended suite of services this week, with OneVue's chief executive of partner solutions, Brett Marsh, saying that for advisers who administered a client's SMSF via OneVue's online investment platform, there were a number of ways they could now support their client's accountant.
"Comprehensive reporting is provided both daily and as part of the end-of-year tax report, which includes substantiation documents that have been received throughout the year and that are required to complete the SMSF audit," he said.
Marsh said the suite allowed an accountant login to be established so that the accountant, like the adviser, could get secure online access to these reports as well as additional online reporting such as portfolio valuations and BGL Simple Fund download files.
"While this service is not exclusive to SMSF clients, our separate and newly-created 'Accountant Ready' solution, which includes data loading into BGL Simple Fund software and electronic workpaper preparation, is," he said.
Marsh said the solutions, coupled with OneVue's mail house services and rigorous review of tax implications across all assets, increased efficiencies for the growing number of financial advisers working with accountants.
"We have also made improvements to our existing 'end-to-end' solution for advisers who do not have an accounting partner and want a comprehensive service from a single provider," he said.
Originally published by SMSF Essentials.
