New SMSF client portal and messaging service
16 September 2019
Shakespeare Superannuation Services is pleased to announce a new online access portal Class Client View for self managed superannuation fund clients.
The new portal will allow clients to access SMSF live reports, investment data, contributions, pensions, performance and fund details in a consolidated format.
Class Client View is also mobile optimised, allowing you to quickly view your investment income, performance valuations, asset allocation and more from your laptop, tablet or mobile phone.
Watch the video below to see how the new portal works:
The response has already been positive!
I’m loving the reporting functionality and features of the Class Super platform!Vic – Shakespeare Financial Group client
SMSF Messaging and Document Storing Service
With client messaging you can simply and securely exchange messages and documents directly to us, any documents received will automatically be stored with your other fund documents.
We would encourage you to send in your SMSF source documents as you receive them (saving you time at the end of the financial year!). This can be quickly done through your mobile login.
The software uses direct-connect data feeds that come directly from the financial institution via an enterprise-grade, secure and encrypted link. They are purpose-designed and provide highly reliable, encrypted data over a point-to-point connection that can’t be intercepted, lost or diverted.
Contact the team at Shakespeare on 08 9321 2111 if you’d like to discuss how the above information may apply to your individual circumstances.
Our firm provides the information on this website for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation.
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