Left Hand Menu FAQ
Dashboard
What does the Dashboard do?
The Dashboard is your central communications hub. You can raise or answer queries, match unmatched items, check out specific client reports, stored documents, archived queries, workflow progress and more. Just click on the fund name. You can also access the options in the left-hand menu.
Can I customise the Dashboard view?
The Dashboard view is personalised to your user login as explained in the My Account section. The Outstanding Queries graphs can be toggled on and off by selecting the Hide Graphs/Show Graphs option. The left-hand menu can be toggled on and off by clicking on the horizontal bars.
How To
Where can I find general "How To" guides?
In this section, you’ll learn how to create a query, add file notes, reassign and archive queries, find fund documents, interpret the dashboard, match an unmatched item, send adhoc documents, give trustees access using Link (if your login has the necessary permissions) and change the default contact details that we use when raising new queries.
Adviser Resources
Birthday Rules Alerts
Stay on top of crucial age-based events for clients—contributions, pensions, and much more. All the legislative significance of each birthday is emailed to you in time for you to determine if you need to take proactive action. This alert system ensures no birthdays ever slip under the radar.
Calculators
Disability Lump Sum Modified Tax Components
Models the changing tax components including an enhancement strategy. It includes a report which might be pasted into an advice document. It will be released on 17th February.
Div 293 Calculator
Calculate Div 293 liabilities for high income earners with ease. Just pop in your income figures, and let our calculator do the heavy lifting.
Div 296 Calculator
Similar to the Div 293 calculator, but for Div 296. Enter your details and get an instant overview of projected, possible obligations if this legislation gets through.
Future Service Benefit Calculator
Estimate future service benefits for planning purposes. Ideal for projecting longer-term super outcomes when member life insurance is included. It includes a report which might be pasted into an advice document. It is the same calculator as for Untaxed Elements.
Untaxed Element Calculator
Identifies the untaxed portion of a super benefit where life insurance has been included and, probably, shouldn’t have been. It includes a report which might be pasted into an advice document. It is the same calculator as for Future Service Benefits.
Contributions
Provides a summary of concessional and non-concessional contributions allowable and made, highlighting cap breaches and referencing tax components and total super balances. The report includes every relevant member in every fund. Clicking on a row will take you to detailed information on the member.
Investments
Snapshot
Get an at-a-glance view of each fund’s investment portfolio.
Sector Monitor
Shows the sector allocations for every investment in every fund under your brand so you can let us know the correct allocations if necessary. Assets with unknown sector allocations are highlighted. This is important for the auditors to check sector allocations against investment strategy documents.
Investment Strategy Tool
In under 10 minutes you can create a compliant set of investment strategy documents to match the strategy you have formulated. It includes all the usual items plus many that are less common such as windmills, semen, and solar arrays. It also provides additional compliance documentation for collectables, derivatives, and crypto. You can choose documentation that fits the ATO’s gold standard or the modern version of 0% to 100% in everything.
News
Keep up to date with SMSF Alliance announcements, regulatory changes, and industry insights.
Outsourced Services
Finance
Links to Alliance Partner finance brokers positioned to provide services to other planners coming soon. To be included on the list you must be an Alliance Partner, with at least 5 SMSFs administered by us, who already provides this service to financial planners in the ordinary course of your business. The list is being formulated now so, if you’d like to confirm your interest, please contact David Busoli, dbusoli@smsfalliance.com.au, phone 0499 778 584.
Life Insurance
Links to specialist life insurance providers positioned to provide services to other planners.
Paraplanning
Links to external paraplanning and office administration services for financial planners.
Pensions
Provides a summary of pension minimums, maximums, activity to date, and whether our auto-commutation option (at year’s end we process payments over the minimum as lump sum drawdowns) applies. To assist in planning, the ability to show each accumulation account is included. The report includes every relevant member in every fund. Clicking on a row will take you to detailed information on the member.
Property Valuation Guide
A quick guide on how to value property within your SMSF for audit purposes, with best practices and compliance tips and including links to online property valuers if required.
SMSF Guide
A general resource covering the ins and outs of running an SMSF. It’s updated semi-annually or as required. You might like to provide a copy to your trustee clients to assist with their education.
SMSF/APRA Suitability
Provides a report which you may choose to incorporate into an advice document, that compares specific features of an SMSF with a chosen APRA fund alternative. A report is available for both a prospective new SMSF and one that is existing.
SMSF Alliance TV
We have created several animated videos on subjects that have not been covered adequately elsewhere, or at all. These include a comparison between SMSFs and APRA funds, 3 videos for prospective trustees covering eligibility and ATO follow ups, corporate vs individual trusteeship and enduring powers of attorney. You may find the links of assistance in educating your clients.
Technical Help
Got a curly question about a superannuation calculation or compliance requirement? Numerous topics are covered here but you may also submit a question to our support team. Often a phone call to David Busoli 0499 778 584 will provide instant resolution.
Portal Management
Brand Summary
Shows a summary of services and attributes for each of your funds. Clicking on a fund will reveal more detailed specific information.
Data Feeds
The data feed status for each fund enables you to take proactive action where possible feeds have not been established or established feeds have become inoperative – it happens!
Fund Contact Defaults
You can set our default contacts for Docusign documents and also for general queries. These can include different team members in your office, as designated by different email addresses, and trustees who have been provided with Link access enabling you choose whether we are to correspond with you or the trustees on a per fund or a per query basis.)
Link Guide
Trustees can have their own portal access by attaching them via Link which is mandatory where trustees are to be contacted directly by us. The guide assists you in establishing and managing user options.
Link User Management
You will not see this option if you do not have Manager or Link Operator permissions (see Team User Management). It enables the establishment and maintenance of trustees' Link. You will need to choose from the various trustee portal views available. You can also provide an optional link to a webpage of your choice for the client to access from their portal view. A default trustee view can be created by you to make the setup easier. Once established, you are provided with a bespoke email template wording to provide to your trustee.
Team User Management
You will not see this option if you do not have Manager status. Managers can invite, remove, or modify team member access. There are three user levels: Managers with full permissions, Link Operators who lack the permission to alter team member details, and Operators who also lack the ability to establish Trustee Links.
Work in Progress
You can track the progress of end of year account preparation, pension establishments and administration transitioning. Clicking on the fund will take you to its query screen.
SMSF Alliance Items
Fees
A breakdown of our fees, so you can see exactly where each dollar goes. We believe in full transparency—no surprise line items!
Special Deal
We will waive our base 2025 fees for SMSFs that transfer to our service by the end of June 2025. Conditions apply so let us know what you have in mind.
Financial Services Guide
Our official FSG, outlining the services we provide, our responsibilities, and how we handle client issues and complaints.
Flyer for Trustees
A downloadable PDF you can provide to clients to promote our appointment as their SMSF administrator of choice.
Forms
Access to all relevant forms is in one convenient spot. Options are more extensive than those that are available from our general website and include binding death benefit nomination templates, priority processing requests and auto commutation instructions for pension payments over the minimum.
My Account
How do my preferences affect my user login?
Your preferences will apply to anyone logging in under your username so, if it is shared, make sure all users agree before you make any changes. You can hide the dashboard graphs by default. You can choose to show only those funds with queries for you to attend to but we would not recommend this as you may be able to assist with other queries as well. Any, or all, of the three birthday alerts can be turned off and, of course, you can change your password.
Logout
How do I log out?
One click on the Logout button at top right and you’re all set. For security purposes, the system logs you out after a period of inactivity. Just log back in when you return.