2025 Interactive Workpapers

INTERACTIVE WORKPAPERS

Pre-empt The ATO

Interactive Workpapers has you and your Superannuation Trustee clients compliant with SMSF record requirements.

Be prepared and have the answers and the records before the ATO arrives. Audit quality workpapers and an integrated proven system developed by Practitioners who meet and work closely with the ATO SMSF compliance team is piece of mind.

Save Time
Our innovative technology saves 60 to 70 percent of the time to complete compliance work compared to conventional systems.Cut SMSF superfund preparation time-cost in half.

Developed by Accountants

Interactive Workpapers has been developed by Professional Accountants for accountants. Because we are also superannuation specialists and use these products every day for our own practice SMSF clients, Interactive Workpapers being an annual product is continually shaped to meet practical practice requirements.

Immediately Familiar Products and a Proven System

Interactive Workpapers uses Microsoft Excel, software you and your staff already know. Thousands of funds, hundreds of accountants and twenty eight years of experience in delivery of SMSF solutions gives assurance and confidence in stable systems.

Reduce Research and Professional Time

Both legislative references and valuable editorial comments in Interactive Workpapers cell comments give you the information for professional decision making while you are doing the work. Less experienced staff can also perform the work.

Annual Return Compliant Classified Databases

Determining the category of each investment is childs play with Interactive Workpapers dedicated investment worksheets and databases. Only Interactive Workpapers comes with six separately classified year end pricing databases of listed and public securities keeping investments in precisely the defined categories as specified in the Annual Return, saving practitoners hours in classifying assets. No other provider can match this level of detail of accountant assistance.

Packed full with Compliance checkers and Calculators

Interactive Workpapers is excellent value for money with compliance checkers and calculators including current income stream and legacy calculators and reports.

Perfect Companion

Interactive Workpapers is the perfect companion to Cashdata DIY Superannuation. Point Cashdata to Interactive workpapers and your NMV revaluation entries, and member allocations are autogenerated.

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