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SuperFund - Simplifying Self-Managed Super Fund Compliance

HandiSoft Compliance Modules

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.

Key features

  • 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