Service Models

Qsmart is a cloud based superannuation and investment administration system that is committed to developing and improving the SMSF industry. We have a number of offerings for both accountants and advisors. Our offers includes;

  • Administration of the Fund and its investments, in either Accumulation, Pension or Segregated phases.
  • Full Financial Statements (click here to see sample)
  • Taxation returns – if required
  • Audit – if required

A greater detail of actual services is available in download

FINANCIAL ADVISERS AND DEALER GROUPS

 

Complete Administration

Advisers have a consolidated view of all of their SMSFs in one place through QSmart’s Cloud system.

The Cloud provides you with information about the things you need to know and do, an in-depth view of a specific fund’s record, and the ability to set up new funds or transfer existing funds onto the service.

  1. Outstanding Tasks
  2. Funds outside Investment strategy
  3. Members over Contribution limits
  4. Yearly pension Payments
  5. Tax lodgment Dates – calendar reminder
  6. Document Vault – access to all clients important documents
  7. Client risk assessment profiling

The above systems are based upon QSmart’s Cloud technology, enabling you to provide your clients with a seamless on-line access to their important, investment, financial, taxation and legal documentation. The key features of the Cloud are:

  1. Advisers and clients can view and edit all your contact details including addresses and telephone contact numbers.
  2. Up-to-date investment reports
  3. Storage of all your past taxation returns, financial statements, trust deeds and other important documents. You can access documents or add documents for electronic storage simply by using
    your log-in details, contained in your invitation email.

While you and your clients enjoy the benefit of the Cloud, we will undertake complete administrative, compliance and taxation requirements of the SMSF.

If you are an adviser that wishes to white label our Cloud with us being your back office, we can do this for you. You can retain your brand and maintain the client relationship, while we partner with you to become your operations centre.

ACCOUNTANTS

 

For Accountants we have 3 core service models:

  • Outsourcing

If you wish to cease lodging tax returns and creating financial statements for SMSFs, we can do it for you – saving you money and time. We will provide full compliance, administrative and taxation for your portfolio of SMSFs, and assist in the entire transition process.

  • White Labelling

White Labelling allows you to re-skin the Cloud to your corporate branding. All reports, webpages and emails will be badged using your own brand. This way, you maintain the client relationship, while we become your back office.  Your clients will never be contacted by QSmart as our relationship is with you.

  • License the Cloud

Our Cloud can be licensed by your practice, allowing you to continue the administration using our software. We can assist in training and the transition work.