Digital SMSF Administration

 

Eligibility to access the Digital service

 

To be eligible to participate in Triple A Super's Digital service, an SMSF's investment data must be sent via full automated data feeds that have been established by the administration software system used.

 

Unless all aspects of property can be fully data fed including the loan and full expense and revenue statement details from the managing agent, the investment is precluded in the digital service.

 

There are no restrictions on the choice /number of investments comprising Banks, Brokers and Wraps/ Platforms....as long as they are on the Triple A Super Digital Approved Investment list and all transactions are fully data fed.

 

Approved List for new funds - Click here

Approved List for transferring funds - Click here

 

Overview

 

  • Daily access to your client's investment and fund information
  • Transactions updated daily or as and when received through automated data feeds
  • New online fund and Macquarie CMA establishment services
  • Dashboard access using innovative Cloud-based technology linked dynamically to Triple A Super portals
  • Simple pricing-no hidden fees or commissions
  • Integrated service with Advisers and /or Accountants
  • Pension administration included as part of the service- No additional cost
  • Dashboard analytics and alerts
  • Service Centre to deal directly with your fund accountant

Smart Dynamic Dashboard

 

Triple A Super has developed a "Smart" Dashboard that uses predictive analytics and API calls to the administration system developed on an Oracle backbone with whom we have a Global Partnership agreement that provides insightful and up to data information to financial advisers ,accountants and clients as required.

 

The Dashboard is comprehensive and includes document management and storage together with an active Service Centre to directly communicate with your fund accountant.

 

Key features of the dashboard are:

 

  • Continuous monitoring by internal workflow and desktop robotics
  • Predictive analytics provide enhanced adviser engagement with clients
  • 24/7 access to your key investment data
  • Viewing of contribution and pension payments including cap monitoring to ensure continuous compliance
  • Ability to set minimum Cash Management account limits for each fund and receive alerts
  • Interactive Service Centre directly connected to your fund accountant- requests prioritised in fund accountant workflow
  • Direct click through to each fund's administration data