Data entry is dead long live Data Loads

If you want to reduce your SMSF processing time then the answer may be found in superMate’s data load facility.

superMate can accept transaction load files from a wide range of bank, broker, wrap and platform providers. In conjunction with these providers we have also introduced a new automated service OmniBroker. OmniBroker allows contract notes from any stock broker in Australia to be loaded into superMate. To complement OmniBroker we will be introducing the OmniCash offering to superMate users, providing access to a wide range of banks from whom data can be drawn from.

We asked one of our superMate subscribers, Helen Scarffe from ABC Financial Planning about her experience with data loads.


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superMate View – have your say

superMate administrators can use superMate View as the platform for trustees and advisers to monitor the state of their SMSF. At the moment superMate View can only be used to display information as there is no facility to update or transfer information between the administrator and the trustees. But that is about to change.

We would love to hear your ideas and here is your chance to influence the product enhancements you would like to be able to provide your clients. In this rapidly developing on-line world where your clients interact with you over the web, via SMS, emails or smart phones, start thinking about what information you would like to be made available. What information do your clients require, what do they need to receive electronically, what information could they supply to you and what methods of contact could you utilise to maximise your efficiency?

Please click here to register your interest in providing input into the next step in the evolution of superMate.


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5 ways to streamline your SMSF administration

Many SMSF administration providers in an effort to streamline their business, restrict the options available to trustees; for example banks which may be used or investment choices. But this takes away one of the real benefits of running an SMSF. So how could you modify your processes to make your business more efficient whilst still providing full service flexibility for your clients?


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Beware of sticker shock!

While the up-front price of your SMSF software is one significant part of the cost equation, support is often a hidden cost that is not considered in the initial purchase decision, but can have significant implications to your productivity and ongoing costs later on.

Supercorp have been providing both SMSF Software and industry leading support for over 20 years, but we are not resting on our laurels with superMate. While currently in trial, we have already created over 40 getting started videos to help get you up and running quickly as well as exercises you can follow to learn the most common areas of superMate. Additionally we are already publishing fact sheets and comprehensive online help for the system.

Additionally the Supercorp support desk is staffed by experienced staff who all come from a Superannuation background, most with many years of experience in the Industry already.

Before considering any SMSF Software purchase it pays to consider the total picture when it comes to upfront and ongoing costs of running your software.


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