OneVue rolls out SMSF services.

OneVue has extended its suite of self managed superannuation fund (SMSF) services following feedback from advisers and accountants who cater to the sector.

OneVue chief executive of partner solutions Brett Marsh said for advisers who administer a client’s SMSF via OneVue’s online investment platform, there are a number of ways they can now support their client’s accountant.

“Comprehensive reporting is provided both daily and as part of the end of year tax report, which includes substantiation documents that have been received throughout the year and that are required to complete the SMSF audit,” he said.

“An accountant login can now be established so that the accountant, like the adviser, can get secure online access to these reports as well as additional online reporting such as portfolio valuations and BGL Simple Fund download files.

“While this service is not exclusive to SMSF clients, our separate and newly-created ‘Accountant Ready’ solution, which includes data loading into BGL Simple Fund software and electronic workpaper preparation, is.

“The ‘Accountant Ready’ solution allows the accountant who the adviser is working with to view the client’s investment portfolio and more efficiently complete the accounting, compliance, audit and lodgement as required.”

Marsh said, these solutions coupled with OneVue’s mail house services and rigorous review of tax implications across all assets increases efficiencies for the growing number of advisers working with accountants.

“We have also made improvements to our existing ‘End-to-End’ solution for advisers who do not have an accounting partner and want a comprehensive service from a single provider,” Marsh said.

“Our ‘End-to-End’ solution comprises daily member interest reporting, ongoing administration of the SMSF, including minutes, preparation of ATO formatted reports, compliance, audit and tax lodgement.

“We have extended our SMSF establishment services as well, which are not limited to those who use our platform to administer their clients’ SMSFs.

“Our establishment services encompass the online creation of trust deeds, bank and investment account integration, corporate trustee registration as well as fund establishment with the ATO.”

Marsh said OneVue also gives clients the option to have their SMSF materials delivered electronically or printed and bound.

“We are very pleased to extend the range of SMSF services we have available and will continue to look at ways we can further enhance solutions for the growing number of advisers and accountants we work with,” he said.

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