Automate the production of reports while ensuring each client gets just what they need.
superMate is supplied with an extensive range of reports to cover all of an SMSF’s needs. Naturally, all compliance reports required by the Tax Office such as member statement/s, statement of financial position, operating statement and the tax return are included. In addition, many other reports are provided to assist you and your clients to manage your SMSF more effectively, including detailed capital gains worksheets for both realised and unrealised gains, GL reports, asset allocation and investment performance reports.
superMate report suites enable you to produce a wide variety of different reports and other documentation automatically, as part of a process - for example the end of year close. You simply select the individual reports which are relevant to a particular need, and these can be made up of a mix of superMate standard reports, practice-specific standard letters or other documents stored in the system.
You can also create different suites of reports for different types of clients or associations, for example, auditors or financial advisers or sophisticated or standard clients. And in one report run, a number of suites can be put together to be run automatically. For example, as a single job you can produce say one simplified pack for client signing, a second detailed pack for the client and a third for the auditor.