Cavendish Launches Online Adviser Portal

1 August 2009

Cavendish Superannuation have recently created an online portal that will give advisers access to a range of fund information for all of their clients administered by Cavendish.

The portal will provide information ranging from fund and member details to pension information and financial statements, including member statements and tax returns as well as trust deeds and amendments.

It also provides access to Cavendish’s workflow systems, which amongst other things will enable advisers to see when a fund has been submitted to audit, when the financials were sent to the client and whether the income tax return has been lodged with the Australian Taxation Office.

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