Tailored for Financial Planners & Accountants
My Super Expert is an SMSF tool designed to help Financial Planners & Accountants provide a unique user-friendly service to their SMSF clients. Financial services is one of Australia’s most competitive and fastest growing market sectors. Online SMSF administration is an essential value-add to assist your client’s in today’s 24/7 business world. The resulting savings in cost and administrative time, free experts to focus their skills more effectively.MSE complies with new ASIC & ATO independence requirements. Accountants can use the My Super Expert platform without needing to employ additional staff or retrain existing staff in SMSF administration.
A powerful web-based SMSF platform
MSE gives financial planners and accountants the power to deliver, share, report and analyse client data to produce meaningful financial insights. The dashboard gives you and your clients a comprehensive snapshot of their SMSF status and with a few clicks, allows you to delve into intricate details. Working with MSE gives you peace of mind that you’re viewing information that is updated with the latest data.
Lets you better engage with your clients
Remove yourself from the technical efforts it takes to manage and administer SMSF funds. MSE is a totally automated, functional tool that lets you engage with your SMSF trustees to guide and control their investment choices. At the end of the day, it will help you make better informed decisions about their superannuation savings and retirement plans.When consulting with your clients, the dashboard gives you a single-view synopsis of their SMSF status. This saves an enormous amount of time and effort preparing your own administrative reporting and compliance activities.
Money & Time Savings
Think about the cost of maintaining a super fund for a client each year. Consider staff time, computer hardware, software, rent, storage, document delivery and postage and other associated overheads.
Cost and time is drastically reduced by bringing these processes over to MSE. My Super Expert offers different pricing packages that support various levels of administration, compliance and audit to suit your business or individual needs.
Our pricing makes online SMSF more accessible than ever before, letting you add immense value for your clients while saving at the same time.
Protects your client base
We are committed to working closely with financial planning and accounting customers, offering exceptional support to make SMSF administration easier and more efficient than ever. Our processes and technology ensure that the confidentiality of your client base is protected, keeping their information secure at all times.
Customised branding
The portal can be customised with your own branding, aiding recognition and giving a familiar look for your clients. By saving enormous amounts of admin and management time, the platform will allow financial planners the time to concentrate on their core business: assisting clients to achieve their financial goals. My Super Expert is your super expert.
Document sharing and client collaboration
My Super Expert allows you to share data with your clients and any other chosen person. Any document or file can be uploaded to the portal; you can share PDF files, Excel spreadsheets, Word documents, images, videos, financial software data files and more. You can even provide documents to third parties such as auditors, advisers, bank managers, etc.
Organising data and documents
You can organise data on My Super Expert in the way that best suits your business, just as you would with a document management system.
Document delivery, tracking and signing
My Super Expert automatically tracks the movement of all documents, from preparation and review to signing. Documents can be viewed, printed, signed, scanned and uploaded through the portal or can be digitally signed with SmartSign technology. SmartSign removes the need to print and sign documents.