Technology has come a long way in the self-managed superannuation sector, and Pursuit Super has embraced this technology to bring a more complete offering to our clients.
Clients of Pursuit Super enjoy access to a web portal that provides up to date information on the performance of their fund.
We can help you with:
- Preparation of annual accounts and tax returns
- Preparation of quarterly activity statements
- Correspondence with auditors
- Establishment of SMSF's
- Establishment of bare trusts where required for Limited Recourse Borrowing Arrangements
- Ensuring compliance with Superannuation legislation
- Daily bookkeeping
By using the Class Super platform to administer our funds we have the ability to code your superannuation transactions on a daily basis meaning you will no longer need to wait until the end of the financial year to see how your fund is performing.
A common problem for many self-managed fund trustees is not knowing the actual performance of the fund until the accountant completes that tax return each financial year. This can be up to 11 months after the financial year has finished.
We think trustees should have up to date information on the performance of their superannuation assets. Our software provides this access.
In conjunction with our platform, Pursuit Super offer you web-based access to your superfund. We call this - Fundweb.
Fundweb provides trustees with the information they need to manage their fund assets. No longer will you need to produce endless excel reports to track your investments – let Fundweb give you the information!
Using ASX information shares are shown at market value at the end of the previous day, managed funds likewise. Trustees can see if investments are in line with their investment strategy as well as what the potential gains on selling an investment would be, including whether those assets would be eligible for capital gains discounts.
Simple Operating Statements and Balance Sheets for the previous year are also provided through this portal giving trustees a real understanding of the performance of their fund.
Operating under a fixed fee model for compliance work, ensures that clients of Pursuit Super receive no nasty surprises or bill shock and combined with a timely and efficient service offering, we are sure we can meet your expectations.
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