SMSF ACCUAI
This module is a sub domain on your website and helps your new and existing clients to engage with you in many ways online. It is a white label dedicated portal under your brand name on your website, other benefits are:
- Receive new SMSF orders from your website – including fact find for financial planners
- Ability to create new SMSF orders on trustdeed.com.au with one click
- Send engagement letters to your new and existing clients with one click – Templates and flexi writer provided to send out standard letters via individual client portal
- Issue invoices and collect payments online from your clients
- Functionality to sign financials, Income Tax Returns and other documents digitally.
- Send and / or receive Queries from / to clients with documents in a secured environment.
- Client upload documents instead of emailing to you – categorised per entity per year
- Setup new SMSF and make amendments with just one click and move them to BGL 360 and XERO with one click.
Unlimited Client Enquires
No cap on enquiries – you have potential to grow your business without incurring any additional cost.
- Set up new SMSF and take over work of existing funds
- Full enquiry form for financial planners
Pro Clients
Pro Clients are clients of your practice and each one has access to their white label portal on your website. We offer 10 Pro-Clients and each client is only $4.80 per year. Each client is able to request:
- Update Existing SMSF Deeds / Add / Delete Member to their SMSF
- Change Structure of the SMSF - Trustees from Individual to Corporate or vice versa or new Corporate trustee
- Request to Commence a Pension, Binding Death Benefit Nomination, Declaration of Trust or a SMSF Loan Agreement(Available for pro-clients)
- Send or received queries from your admin staff. Upload documents for preparing accounts instead of email – portal is based on per entity per financial year
- Sign their financial statements and income tax return digitally instead of un-secured emails
*Setup Documents quickly with the integrated services of trustdeed.com.au
*Manage corporate compliances of companies with companychanges.com.au
Trust Deed Vouchers
For regular users, trustdeed.com.au offers voucher packages where you can generally save 40% of document cost as compared to purchasing SMSF documents as pay as you go. A full "Package History" keeps you informed of your usage.
To get you started we credit your account with 10 vouchers. To learn how to purchase more vouchers click here