Features
SuperMate’s features provide automation and efficiency whilst giving you total control when you need it.
Automation & Efficiency
SuperMate suggests and automates reconciliation for similar transactions while creating rules to handle future ones seamlessly.
Simplify foreign asset processing with automated currency conversion for over 35 currencies, making it easy to manage listed shares and other foreign investments.
Easily complete SMSF Annual Returns with SuperMate’s updated layout, replicating ATO forms. Segregated sections help accountants quickly locate questions, identify errors, and ensure accuracy.
Automation & Efficiency
Experience faster document entry with SuperMate’s Data Hero®, which extracts transaction details from bank statements, PDFs, and images – enhancing accuracy and efficiency in reconciliation.
SuperMate suggests and automates reconciliation for similar transactions while creating rules to handle future ones seamlessly.
Simplify foreign asset processing with automated currency conversion for over 35 currencies, making it easy to manage listed shares and other foreign investments foreign bank accounts and other overseas investments.
Easily complete SMSF Annual Returns with SuperMate’s updated layout, replicating ATO forms. Segregated sections help accountants quickly locate questions, identify errors, and ensure accuracy.
Client Reporting & Compliance
Enhance client engagement with our online portal – Client View, giving SMSF trustees secure access to key information while simplifying client queries for smoother lodgment outcomes.
Generate clear, customisable reports at the touch of a button. Automate reporting to enhance your SMSF services and deliver timely information to your clients.
Streamline audits and document signing with flexible workflows tailored to your accounting practice’s needs.
Request actuarial certificates effortlessly through SuperMate’s streamlined integration with leading providers.
Client Reporting & Compliance
Provide SMSF clients with a refreshed interface offering fund trustees key information and an all-new communication channel for faster resolution of queries.
Generate clear, customisable reports at the touch of a button. Automate reporting to enhance your SMSF services and deliver timely information to your clients.
Streamline audits and document signing with flexible workflows tailored to your accounting practice’s needs.
Request actuarial certificates effortlessly through SuperMate’s streamlined integration with leading providers.
Customisation & Integrartion
Enjoy a sleek dark mode option that’s easier on your eyes and reduces battery usage on your devices.
Customise client views and communications to reflect your brand, delivering a tailored experience to your SMSF clients.
Open a Macquarie Cash Management Account directly within SuperMate, eliminating the need to switch platforms.
Customisation & Integration
Enjoy a sleek dark mode option that’s easier on your eyes and reduces battery usage on your devices.
Customise client views and communications to reflect your brand, delivering a tailored experience to your SMSF clients.
SuperMate and Macquarie integration for faster fund establishment and account opening. Learn More.
