2013 Unlisted Public Trusts

Provides the Distribution Adjusted Market Values of approximately 9000 Unlisted Public Trusts at 30^th June 2013  for strict compliance with new SISR Regulation 8.02B fully applying to SMSF and other Superannuation Funds Financial Statements prepared after 1^st July 2012. Save hours of research, ensure compliance,  having the right data at your fingertips all at a most affordable price-point.

This product requires use on a computer with Microsoft Excel 2002 or above installed.  

Who should purchase this product?

SMSF auditors who must certify compliance of Reg 8.02B, Professional Accounting Firms and Superfund  administrators, trustees or other Super Fund Financial Statement preparers.

Try it now - Download Demonstration Product [Click here]

Need more Market Value Data?

We recommend instead our Market Value premium product “Interactive Workpapers 2013” which incorporates not only the Unlisted Public Trust product data but  an additional six specific databases of listed public trusts, companies and financial instruments including those subject to  limited recourse arrangements – all pre-segmented into the precise investment categories and Market Value Worksheets as required for  section H of the ATO Annual Return. It is also packed full of “how to do it date entry ready other asset NMV schedules, professional calculators and worksheets for member, income stream, contribution compliance and other statutory  tests and lots more. [Click Link to Interactive Workpapers 2013]