Simple Fund is an award winning computer software solution for managing your Self Managed Superannuation Fund (SMSF).
Simple Fund is an easy to use software package that makes managing your SMSF fast, simple and lots of fun.
Simple Fund is designed for trustees to manage their own SMSF with ease. As a
trustee, all you need to do is to input your bank statement entries and
Simple Fund will do the rest for you.
After you have processed your transactions,
Simple Fund
will automatically revalue investments to market value, calculate
taxable and non-taxable capital gains, calculate exempt pension income,
allocate income to fund members, calculate amounts for your Income Tax
and Regulatory Returns all with the single mouse click.
Simple Fund will prepare a full set of financial statements, investment reports and
graphs, Trustee's Statements, Auditor's Reports, a Statement of Taxable
Income, Annual Trustee's Minute or Resolution and Member's Statements.
Simple Fund also comes with import facility for current market prices of listed
securities and managed funds so you can always keep your investment
values up to date. This feature together with the ability to import
data from all major banks and wrap accounts ensures your funds is
always up to date and 100% compliant.
If your accountant is using
Simple Fund
(and most are), after you have completed processing your transactions
for the year, you can simply export your fund data and email it
directly to your accountant. Your accountant will then simply review
the data and organise an audit, saving you a substantial amount of
processing time and cost.
If your accountant is not using
Simple Fund ,
then please ask them to contact us. They will not be disappointed.
Alternatively, we can provide you with a list of accountants using
Simple Fund in your area to assist you with your annual SMSF review and audit.
