At Excel were big fans of the Class administration software for SMSF and investor portfolios. Not only does it allow us to efficiently process our clients transactions throughout the year, it is easy for our clients to keep track of their super and investments in a convenient way.
Have a look at the CLASS Client View Video
to learn more.
Where You Can Find Out More
There is a full section on the Australian Taxation Office
website dedicated to SMSFs, and has produced a number of publications to assist SMSF trustees.
Make use of the calculators on our Resource Page.
Hop on the phone or make an appointment to see Stuart.
Remember, if in doubt, it's better to ask for guidance before you act than to need assistance to clean-up a problem.