SMSFCheck is an independent online report containing a summary of your clients SMSF investment strategy, including their risk profile and asset allocation. The SMSFCheck report identifies opportunities for financial advisers to help SMSF clients and ensure they are ATO compliant.
The SMSFCheck report is accessed through an online tool through the SMSFCheck branded website or integrated into a financial advisers’ existing systems. The adviser initiates a report from SMSFCheck, then sends the client a link to a questionnaire. Once the questionnaire is completed, the adviser receives a summary report, which they can share with their client electronically or in a face-to-face meeting.