OneVue targets adviser-accountant relations
OneVue has rolled out a new suite of self-managed superannuation fund (SMSF) services to assist the “growing number of advisers working with accountants”.
As a result of feedback from advisers and accountants in the sector, OneVue has released a range of improvements for advisers who administer SMSFs using OneVue’s investment platform to better work with their client’s accountant.
One part of the platform changes is the newly-created 'Accountant Ready' solution which also includes data loading into BGL simple Fund software and electronic work paper preparation.
“The ‘Accountant Ready’ solution allows the accountant who the adviser is working with to view the client’s investment portfolio and more efficiently complete the accounting, compliance, audit and lodgement as required,” Mr Marsh said.
He added that this new tool, coupled with OneVue’s mail house services and review of tax implication across assets, increases the efficiencies for advisers working with accountants.
OneVue has also improved its ‘End-to-End’ solutions for advisers who don’t have an accounting partner but who want a comprehensive service from a single provider
“Our ‘End-to-End’ solution comprises daily member interest reporting, ongoing administration of the SMSF, including minutes, preparation of ATO-formatted reports, compliance, audit and tax lodgement,” Mr Marsh said.
“We have extended our SMSF establishment services as well, which are not limited to those who use our platform to administer their client’s SMSFs.
“Our establishment services encompass the online creation of trust deeds, bank and investment account integration and corporate trustee registration as well as fund establishment with the ATO.”
Bravura to acquire Midwinter for $50m
Bravura Solutions has announced it has entered an agreement to acquire financial...
IRESS records 10% profit growth in 1H19
Advice software provider IRESS noted significant revenue growth in its APAC fina...
FPA members to be given education discounts
The Financial Planning Association of Australia has teamed up with five higher e...