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SMSF Administration System

'I've been delighted with V-Wrap’s ease of use, accuracy levels, and the fact that it saves so much time.  Our SMSF administration time has been cut down dramatically since we started using it.' 

- Witi Suma
Superannuation & Technical Services Manager
Gilham Financial Management

Investment Reporting

V-Wrap is an ideal system to assist with the management of Self Managed Super Funds (SMSFs).

In particular V-Wrap can:

  • help to save hours of time during SMSF audits
  • improve accuracy of portfolio administration
  • diminish re-keying of data into SMSF compliance systems

 

Time Saving

  • Historic portfolio and corporate action reconstruction
  • Daily roll-forward applies new transactions and corporate actions to the client's portfolio each day
  • Cash-book matching ensures dividends and distributions are reconciled with bank accounts
  • Online access for you and your clients

Improved Accuracy

  • Data interfaces eliminate re-keying errors
  • Comprehensive historic corporate action database ensures tax-parcels are accurately recorded
  • Ongoing management means portfolios are up-to-date at the end of the financial year
  • Links with financial planners & stock brokers ensure all parties have the same information

Links with financial planners & accountants

V-Wrap enables all parties involved in SMSF administration to have access to the same information. This not only results in time and cost savings for the SMSF, but can also lead to improved referral relationships.

Data interfaces

Praemium currently has data interfaces with the following systems:

  • BGL Simple Fund
  • Desktop Super
  • Banklink

View the full list of Præmium's data interfaces.