Packages for SimpleFund 360

Written by Hein Preller , Posted in Uncategorized

Having Online Access to your SMSF helps you to manage your SMSF affairs better. We offer a choice of 4 packages to meet our clients’ online access needs. The Monthly Fee packages for SimpleFund 360 Online Access are detailed below:

  • Full Online Access
  • Online data feeds for Macquarie CMA bank account
  • ASX online pricing
  • Managed Fund Data (Unlisted Unit Trust) online pricing
  • BT Wrap and Platform daily data feed
  • CommSec daily data feed

Basic + Bank Data
  • Basic package access (Macquarie data feeds are free)
  • Automatically import bank transactions and balances from all major banks
  • Transactions and Balances available to view the following business day

Basic + Share Data
  • Basic package access (Macquarie data feeds are free)
  • Automatically upload buy and sell transactions from all major Australia Brokers
  • Confirm holding balances and income payments with Australia’s largest Registry – Computershare
  • 4 register data requests per Fund per annum

Basic + Bank Data + Share Data
  • Basic package access (Macquarie data feeds are free)
  • Bank Data package access
  • Share Data package access

The cost for comprehensive Online Access (Basic Package + Bank Data + Share Data) is $30 per month ($360 per annum). If you do not want to use the automatic Bank and Share data feed, you can also upload CSV files to the SimpleFund 360.

Once your Fund has been set up and you would like to have an Online Access, please contact us.

Hein Preller

Hein is a Director at Superannuation Warehouse, specializing in setting up new SMSF's. Hein's company performs all the annual administration tasks consisting of preparing financial statements, lodging a tax return and arranging the audit.

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