SMSF Check provide a once-off review of a SMSF’s investment strategy. The cost of an SMSF Check investment audit is $199 (inc GST).
The report will highlight areas that might require further action. This can be provided to an adviser or used to seek further information on the specialist areas highlighted. It highlights immediately on if a SMSF is non-compliant.
|End User||Consumers and Advisers|
|Advice Process Steps||Review|
|Benefits||Assists in the review and audit of a SMSF|
|Cost per user per annum||$199 per report|
|Time saving per client||1-3 hours per client|
|Cost saving per client||Depends on what services and processes this may replace for an adviser|
|Single sign on||No|
|Data storage||Not definitive|
|Privacy standards||Australian privacy requirements|
|Limits on use||No|
|Disaster recovery and business continuity plans||Yes|
|AFSL approval||None at time of writing|