Many of our Alliance Partners are advisory practices that work closely with accountancy firms and utilise our Portfolio Administration Service. This encompasses Ongoing Administration and Portfolio Reporting and includes the Activity Pack module.
Where Complete Super Solutions has been selected as the administrator and mail house for a SMSF we receive all documentation on their behalf. Through our software we scan and utilise advanced document handling technology to electronically file, sort and display all documentation through our cloud based access.
At tax return time, where we have not been selected to complete the tax return, we can provide a pre-allocated, referenced and quality checked set of electronic files called an Activity Pack. These files will relate to all relevant tax related documentation, needed by the trustee’s accountant, to complete the tax return.