SMSF & Accounting
Move More Class Super Funds Through Production Before Review
A Class Super VA can prepare routine accounting production work before the accountant reviews the fund. Professional judgment, tax advice, audit opinions and compliance decisions remain with qualified local professionals.
How the workflow actually runs.
Document the inputs, expected output, and escalation rule for each step before handing it over.
Collect Supporting Documents
Review Transaction Feeds
Code Routine Transactions
Reconcile Cash Accounts
Reconcile Investments
Prepare Supporting Schedules
Record Exceptions
Prepare The Fund For Review
What the role covers.
Typical Class Super tasks handled once the role is trained on your setup.
smsf codingbank reconciliationinvestment reconciliationworkpaper preparationdocument follow-upaudit file preparation
Best for.
smsf accountantspublic practice firmssmsf administration teams
What changes once the role is running.
Production queues move faster.
Review files contain more complete supporting work.
Accountants spend less time on repetitive preparation.
Class Super virtual assistant questions.
Can a virtual assistant actually run Class Super?
Yes, once trained on your specific workflow. Common Class Super tasks include smsf coding, bank reconciliation, investment reconciliation, workpaper preparation, document follow-up. Scope the role around what you actually need before hiring.
What should stay with my local team instead of the VA?
The qualified accountant, auditor or tax professional retains final advice, approval and compliance responsibility.
Who is this best for?
Smsf Accountants, Public Practice Firms, Smsf Administration Teams typically get the most value from a Class Super VA.
How is this different from a generic virtual assistant?
A Class Super VA is trained on this specific platform from day one, so onboarding is faster and the role can start on real production work sooner instead of learning the system from scratch.