SMSFcheck

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.

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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
Integration No
Website embedding Yes
White labelled Yes
System prerequisite No
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