MySF - An Overview
MySF Manager – Software to help take control
So what is MySF? How will it help you control your Fund?
There are three parts to the MySF suite of products.
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MySF Manager
The MySF Manager software is designed to help you manage your Self Managed Super Fund. MySF has been built specifically with the DIY Super Fund in mind, and provides software which is easy to use and keeps all investments in one place.
When you buy the MySF Manager you get a fully integrated package which includes the following items. Click on the item to learn more.
- Easy to Read Screens
- General Ledger with Members Ledger included
- Calculate CGT on Sale of Assets automatically
- Cash Payments
- Cash Receipts
- GST Processing
- Investment Strategy Recording
- Recording of Minutes to document decisions
- Processing Pensions
- Analysis of Performance and Risk
- Asset Recording
- Depreciation
- Comprehensive Reporting
- Calendar and Task List Manager
MySF Advisor Link
This second part of MySF is Advisor Link and is the same software as described above, except in a “read only” format.
Advisor Link allows copies of all transactions, and all assets (all data) to be sent via the internet to another party. Using the Advisor Link software, the image of the system can be opened and read with full access to all reports and enquiries on the system.
If the Trustee uses the MySF Manager software then he/she can send a zipped version of the Fund portfolio to a Financial Advisor. The Financial Advisor will be able to run all reports and analyse all transactions in the same way as the Fund Manager.
If the Accountant or Financial Advisor runs the MySF Manager software and enters transactions on behalf the client, then updates can be sent through to clients. Clients can print their own reports and do additional analysis using the tools within Advisor Link.
The Advisor Link software is free of charge and included as a second CD in with the MySF Manager software.
MySF FORUM
The final Part of the MySF suite is the "Members Only" area of this website.
Included in http://www.mysf.com.au/ is an area we call the MySF Forum. The Forum allows trustees to pose questions or issues in the members only area as well as exchange ideas with other people running their own SMSF.
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