SMSF administration services for trustees and accountants.
SMSF admin services for trustees and accountants.
Assetly is building SMSF administration software and services for both trustees and practitioners.
Fully Outsourced
A painkiller designed to enable you to focus on actually building your wealth
Investment Universe
A wide range of asset classes and investment options for greater portfolio diversification
Cost Effective
Low-cost Standard or Premium SMSF administration with multiple effective add-ons
A complete end-to-end solution to assist you in building your wealth
Many investors choose to set up an SMSF to take control of their super, access a wider range of investment options, and build a retirement strategy that suits their goals. SMSFs offer flexibility to invest in assets like direct property, shares, and private investments, alongside valuable tax planning opportunities.
Key features:
SMSF Bookkeeping
Assetly process agents prepare each outstanding financial year, collect documents and build accounts
SMSF Accounting
Assetly manages all ongoing SMSF accounting and compliance requirements, including ad-hoc services
SMSF Audit
Pre-audit requirements are met by Assetly and completed by our highly experienced Audit partner
Tax Lodgement
Streamlined tax st atement preparation and one-click lodgement with the ATO reduces data entry and accelerates end-of-year tax processing
Discover the strategic advantages of getting your SMSF managed by Assetly
Ecosystem benefits:
Control and Autonomy
Full control over your retirement savings and investment strategies
Automated Investing
Setup your investment plan and automate cashflow and investments
Diversification
Access a wider range of investments, including illiquid alternative asset classes
Tax Planning
Tailored tax strategies around contributions, income, and retirement
Estate Planning
Greater control over how super benefits are passed to beneficiaries
Visibility
Full visibility into investment performance, fees, and SMSF operations
AI Driven Support
Communicate through a single command centre with AI driven support services
Cost Efficiency
With larger balances, your SMSF can be more cost-effective than retail super
Track investment performance and tax reporting
Access an advanced suite of performance and tax related reporting for your SMSF considering a fuly integrated investment ecosystem.
Performance Reports
Performance
Total portfolio returns over the selected period, with sold securities included or excluded.
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Multi-Period
Compares portfolio returns over different periods including the impact of sold securities.
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Sold Securities
Total return on each security sold within the selected range.
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Multi-Currency Valuation
Compares the value of each holding by investment type, country or market over any period or currency.
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Future Income
Displaying expected dividend and interest payments.
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Diversity
Displays portfolio breakdown across GICS sectors, investment types, countries, and markets.
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Contribution Analysis
Displaying how each of the holdings or asset allocations have contributed to the total portfolio performance.
More Details
Performance Reports
Performance
Total portfolio returns over the selected period, with sold securities included or excluded.
More Details
Multi-Period
Compares portfolio returns over different periods including the impact of sold securities.
More Details
Sold Securities
Total return on each security sold within the selected range.
More Details
Multi-Currency Valuation
Compares the value of each holding by investment type, country or market over any period or currency.
More Details
Future Income
Displaying expected dividend and interest payments.
More Details
Diversity
Displays portfolio breakdown across GICS sectors, investment types, countries, and markets.
More Details
Contribution Analysis
Displaying how each of the holdings or asset allocations have contributed to the total portfolio performance.
More Details
Did you know that most SMSF trustees need more support?
SMSF cash often remains uninvested, reducing overall portfolio performance. With automated investing options, excess funds can be algorithmically allocated to indexed ETFs, potentially increasing returns by approximately $10k per year on a $1m balance.
The average trustee only spends 3.2 hours per month on research
Generating underperformance due to unskilled investment selection
With the average cash balance in an SMSF sitting at 20% of assets
Assetly is declaring war on lazy cash with our Automated Managed Account
Our standard service offers high-quality, low-cost SMSF administration for your year-end requirements.
Includes :
SMSF Accounting Software
Data Entry (end of year)
Accounting
Independent Audit
End of Year Financials
Tax Return Lodgement
Price excludes applicable government fees.
Our premium service ensures unparalleled ongoing SMSF administration, offering you peace of mind.
Everything in Standard, plus :
Daily Bank Reconciliation
BAS Prep and Lodgement
Mailbox Services
ASIC Agent
Regular Reporting (Monthly)
Price excludes applicable government fees and is a 12 months commitment.
