Helping your clients achieve their superannuation goals
Do you want to make superannuation compliance easier?
Helping you clients with their superannuation (including SMSF) comes with a range of compliance issues. With the SVX Platform, managing and meeting legal and ethical obligations just got easier.
With our secure and structured online portal you’re able to source and store all necessary documentation (such as tax returns and investment strategies) while also helping to simplify the process for your client.
Wealth and estate planning, as part of your client’s retirement goals, is also able to be better maximised with a secure place to manage documents and analyse financial positions. Importantly, risks can be assessed in real-time, which means your client is better protected.
How the SVX Platform can help
Using the secure and private SVX Platform gives your clients:
- A secure place to store and share important documents and exchange signatures
- Confidence to be “Compliance Ready”
- Real-time access and communication, including secure video access
- Peace of mind with better risk management processes
- Complete control over what is shared, with whom and when