Monthly Archives: July 2016

bank statement requests accountant

Auditors, those bank statements and the administrators…

We all understand that sometimes it’s, well, annoying to be asked for a document you didn’t think you would have to provide. Numero uno… the bank statement request when we already had you sign the data feed authorisation to allow Superfund Partners to download the bank transactions.

 

Attachment Details SMSF-Administrator-SMSF-Admin-Self-Managed-Super-Fund-Admin-SMSF-Specialist-how-to-setup-an-SMSF-Admin-of-the-year.jpg July 12, 2016 102 kB 950 × 450 Edit Image

Congratulations to the Superfund Wholesale team! SMSF Administration Provider of the Year

We would like to congratulate our fellow work colleagues Superfund Wholesale on their latest recognition – SMSF Administration Provider of the Year by SMSF Adviser.

The SMSF Awards recognise excellence and innovation, and receiving the coveted award is a milestone for any business, demonstrating its level of commitment to the superannuation industry.