Annual administration for a self managed super fund requires gathering statements, reconciling every transaction, preparing financial statements and a tax return, and securing trustee sign off before lodgment.
The automated version pulls statements, reconciles transactions, drafts financial statements and the tax return, and routes the completed pack for electronic signature. The result is a faster, more consistent year end cycle with fewer manual handoffs and less risk of missed deadlines.
The full workflow, from trigger to completion.
Flags when a fund's financial year closes, kicking off the workflow for that fund automatically.
Pulls bank and investment statements, matches every transaction against the fund ledger, and flags unreconciled items.
Reconciled figures are pushed into the fund's financial statements and member balance report inside.
Checks the investment strategy against actual holdings, calculates contribution caps, and drafts the SMSF annual return.
When a fund has a pension account, an email requesting the actuarial certificate is sent to the fund's actuary.
Assembles the trustee sign-off pack from the financial statements, draft return, and actuarial certificate.
Pack is sent to trustees for electronic signature with automatic reminders until every signature is collected.
Once signed, the administrator submits the finalised return through the ATO portal, closing the fund's annual cycle.
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