We are pleased to announce that we have activated SMSF Client View, a new and free service for you and your Self Managed Superannuation Fund (SMSF)

SMSF Client View

SMSF Client View is a result of Lambourne Partners' focus on investigating and investing in new technologies to provide you with the best possible information in regard to your SMSF.

SMSF Client View gives you 24/7 access to your own up to date view of investment and SMSF data from any device. SMSF Client View can be accessed from desktop computers, tablets or even mobile phones, and the interface will be optimised to whichever device you choose to use.

Features of SMSF Client View include being able to quickly view your SMSF's investment income, performance, valuations, asset alloation and more.

The SMSF Client View service relies on data b eing made available daily by banks, brokers and financial advisors. While most providers do provide the required data, as SMSF Client View is relatively new technology not all providers do this. As a result you may find some of your investments are not available for you to view on SMSF Client View.

It is important to note that while SMSF Client View is no substitute for the annual audited financial statement and annual return that we will continue to prepare each financial year, our team will be reviewing the SMSF Client View information on a monthly basis to ensure that the information you access is as accurate as possible based on available data.

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Office Location

Level 1, 56 Hudson Street
Hamilton NSW 2303

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Contact Us

Phone:02 4969 6600
Fax:02 4969 6655
Email:info@lambourne.com.au

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