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Features that save you time
SuperMate Classic can help your SMSF business thrive. Leverage automation and smart features for a low monthly fee.
Automated Workflows
Automate processes with ease using advanced workflows. SuperMate Classic offers an extensive set of pre-defined workflows, designed to speed you through everyday tasks.
Data-Mining
Harvest real-time business intelligence including trigger-based insights into your clients’ needs or use SuperMate Classic's bulk extract tool to easily analyse fund, member and investment data across your site.
SuperStream
As part of the SuperStream reforms, superannuation funds, including SMSFs, are to accept employer contributions and other information from employers electronically. SuperMate Classic gives you the tools to manage client information, such as Electronic Service Address (ESA) requirements, easily.
Automated Data Loads
Reduce manual data entry, free up staff, and improve work quality with over 200 data feeds available.
Data Integrity Checks
SuperMate Classic’s Data Audit Wizard functionality ensures integrity of your data and can be embedded into workflows for greater automation.
Compliance
Sleep easy knowing SuperMate Classic is always up to date with the latest compliance changes.
ViewSuper Dashboard
ViewSuper helps you collaborate with your clients through a real-time interactive dashboard.
Pension Processing
SuperMate Classic provides an end-to-end pension solution to efficiently and correctly handle your clients’ pension needs. This includes providing quotes and calculating entitlements, commutations and reversions at any date in the year, as well as running processes across all your clients’ funds in bulk.
Actuarial
SuperMate Classic's actuarial certificate service streamlines the process for requesting actuarial certificates from leading providers in the market.
Bulk Processing
Save time and money with our bulk processing feature. Process multiple actions across funds - from running and producing standard letters to creating bulk reports.
Transaction Centre
Create efficiency by automating what was once a time-consuming and manual process! With access to over 200 automated data feeds, all purchases and sales are matched to the cash transaction and automatically processed for reliable, daily reconciled data.
Corporate Actions
Slash processing time and remove the headache of figuring out how to process corporate actions (dividends, DRP, rights issues) – and let SuperMate Classic centralise this for you across all funds.
Client Reporting
Get access to well-formatted and easy to read reports at the touch of a button. Automate and customise your reporting to enhance your SMSF service offering and deliver information to your clients when they need it the most.
Transfer Balance Account Reporting (TBAR)
This function provides bulk electronic lodgement of multiple TBAR events.
Depreciation Schedules
Automatically track depreciation ensuring complete and accurate operating statements and balance sheets.
BAS/IAS Returns
End the tedium of quarterly or annual BAS/IAS lodging. By interacting with the ATO directly and electronically, SuperMate Classic receives and loads pre-filled information and then automatically combines it with information extracted from your site.
Document Management System (DMS)
Upload documents across multiple funds and link each to a specific fund, member and transaction. Choose to make it visible to your clients and advisers via ViewSuper — the portal which provides online fund access.
DMS houses all your SMSF-related documents, regardless of format, so you have the convenience of storing all documents in one place!
