Our online SMSF accounts have recently been updated with the ability to view a number of portfolio charts including the ability to track the investment performance of your SMSF portfolio against a number of industry benchmarks including the the All Ordinaries, ASX 200 as well as a number of sector specific indexes.
The reports enable you to select the following variables:
- Date range
- Breakdown – i.e. by market type, asset pool or even data feed
- Comparison – i.e. benchmarks such as the ASX 200 etc
You can also download the investment performance report as a PDF or excel (.csv) file.
There are a number of other reports in addition to investment performance available via our online SMSF reporting dashboard including:
- Bank account transactions
- Pension limits (minimum and maximums)
- Contribution caps (concessional and non-concessional)
- Investment valuations
- Asset allocation and strategy
- Realised and unrealised capital gains
- Investment income
- Balance sheet
- Profit and loss
- Member statements (benefit estimates)
We generally only provide online access to our clients who have in place a monthly direct-debit for their fees. The reason for this is that we want you to see information that is as complete and up to date as possible.
Please also note that the accuracy of the information displayed is based on a number of factors such as whether data is provided via an automated data feed, the quality and frequency of the data provided, the type of investments, the type of accounts utilised by you as trustee and whether the prior year financial statements have been finalised.
Online access can be requested here: Register
If you have already registered you can login here: Online Access (also use this link if you have forgotten your password. Your username is your email).
You can access the online reporting via your web browser on any computer or browser. There is even an iPad app.
If you have any questions about online access and reporting, please get in touch.
Phone: 1300 889 282