Having Online Access to your SMSF helps you to manage your SMSF affairs better. We offer a choice of 2 packages to meet our clients’ online access needs. The Monthly Fee packages for SimpleFund 360 Online Access are detailed below:
- Full Online Access
- Online data feeds for Macquarie CMA bank account
- ASX online pricing for Macquarie Online Trading
- Basic package access (Macquarie data feeds are free)
- Automatically import bank transactions and balances from all major banks.
- Automatically upload buy and sell transactions from all major Australia Brokers
The cost for comprehensive Online Access (Basic Package + Bank Data + Share Data) is $30 per month ($360 per annum). If you do not want to use the automatic Bank and Share data feed, you can also upload CSV files to the SimpleFund 360. For more info on Simplefund 360, please see here.
Once your Fund has been set up and you would like to have an Online Access, please contact us.