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Simplifying SMSF Compliance

If you would like to learn more about the great features of SuperFund, please contact us on on 1800 660 670

Preparation and lodgement of compliance accounts for non-reporting self-managed superannuation funds has never been easier. 

If preparing compliance accounts for your clients’ self-managed superannuation funds takes too long, Sage HandiSoft has some great news: it just got a lot simpler.

Sage HandiSoft SuperFund has been developed to specifically work in combination with HandiLedger and HandiTax to comply with the ATO’s regulations for completing SMSF annual returns.

  • Easy to use data entry screens allow rapid input of Member and Fund data. 
  • Integrates with HandiLedger to produce financial statements.  
  • Integrates with HandiTax to prepare income tax returns 
  • Checks compliance with statutory areas, for example: Contribution rules limits and Investment strategy 
  • Investment register with the option of importing current market prices of listed securities and managed funds
  • Helps calculate taxable and non-taxable capital gains
  • Compliant Pension Calculator
  • Produces reconciliation reports to facilitate auditing 
  • Various data import options and BankLink compatible

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