SuperMate enables Macquarie Bank account integration
Self-managed super fund (SMSF) provider SuperMate has promised to streamline SMSF establishment and bank account opening, enabling its users to open a Macquarie Bank Cash Management Account (CMA) through its platform.
SuperMate boasts that the new capability will “[eliminate] the need for manual data entry and dual keying”, ensuring “seamless integration” of the CMA.
“SuperMate is known for its intuitive and user-friendly design, consistently setting the standard for SMSF software,” said SuperMate chief technology officer Andy Forbes.
“Account opening and automatic saving of account details in SuperMate will save valuable time for SMSF administrators, advisers, accountants, and their clients”.
SuperConcepts, developer of the SuperMate platform, said it is focused on improving supply chain interactions to improve the efficiency of its SMSF offering, recently announcing a one-click audit integration with ASF Audits.
That average fee looks fine. I only asked because I have seen examples (not in the main) of advisers charging…
I struggle to understand this concept at all as these clients have choice and they don't deserve to be discarded…
I'd start by looking at your target profit margin, what your profit is now and what you need to charge…
So much for accountability and transparency. This is crap.
I'm curious. Given the compliance requirements which are applicable to ALL clients (irrespective of their "value") what do you believe…