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SMSF Online Portfolio

What is a SMSF Online Portfolio?

MBA can provide you with an online portfolio to access your superfund information quickly and easily - anytime, anywhere, on any device.  You can see the value of your superfund, it's composition of investments, as well as information such as year-to-date pensions and year to date contributions.  All this information is available by a secure login with encryption technology equal to any bank.  There's no better way to manage your superfund.

Why use our SMSF Online Portfolio?

There's a range of benefits including:

  • You can easily track the performance of your Superfund and the investments within it
  • You can access reliable data to support your investment decision making
  • You can upload electronic documents to help manage administration - even photographs of them on your phone
  • You can securely exchange messages with us

How do I get access to this SMSF Online Portfolio?

1. Contact MBA so that we can provide you with a secure login.

2. Access your SMSF Online Portfolio via a website link which we will email to you.  Alternatively you can get access by downloading the Class Mobile App for your device:

App Store http://apple.co/2lO4id7

Google Play http://bit.ly/ClassAppAndroid

 

Below we have provided some images to give you an idea of the types of information available to you - whether using your mobile, tablet or desktop...

 Class Mobile App

       

 

Tablet or Desktop

 

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