OneVue boosting adviser-accountant relationship

by |

OneVue has extended its suite of self managed superannuation fund (SMSF) services following feedback from advisers and accountants who cater to the sector.

Advisers administering a client’s SMSF via OneVue’s online investment platform will now be providing greater support for their client’s accountant.

OneVue chief executive of partner solutions Brett Marsh says that comprehensive reporting is provided both daily, and as part of the end of year tax report. This includes substantiation documents that have been received throughout the year and that are required to complete the SMSF audit, he says.

“An accountant login can now be established so that the accountant, like the adviser, can get secure online access to these reports as well as additional online reporting such as portfolio valuations and BGL Simple Fund download files.”

“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.”

Marsh says the solutions increase efficiencies for the growing number of advisers working with accountants.

“We have also made improvements to our existing ‘End-to-End’ solution for advisers who do not have an accounting partner and want a comprehensive service from a single provider,” Marsh says.

“Our ‘End-to-End’ solution comprises daily member interest reporting, on-going administration of the SMSF, including minutes, preparation of ATO formatted reports, compliance, audit and tax lodgement.”