CaseWare for Pension Funds ensures you are always compliant with FSB disclosure requirements
CaseWare's Annual Statutory Financial Statements for Pension Funds tool automates the production of your pension fund financial statements and ensures that you remain up to date with any statutory changes from the Financial Services Board (FSB).
Automation and electronic submission
Driven by CaseWare technology, the powerful pension fund financial statements solution automates the production of time-consuming Annual Statutory Financial Statements. You can electronically submit the completed Financial Statements to the FSB and easily manage and track your submissions.
Our pension funds software ensures that you are always fully compliant with FSB disclosure requirements. You can rely on our expert content partners to provide you with the latest compliance or disclosure changes; we make sure that any adjustments are reflected in the programme so that you remain up to date at all times.
Save time and increase efficiency
CaseWare’s design is responsive and easy to use, which means that you save time on all engagements. Our software has been proven to boost efficiency by up to 1000%, which translates to impressive gains in productivity.
We can provide templates for individual and umbrella pension funds, which provides you with access to exactly what you need to streamline your entire process.
Import the current year trial balance, prepare the finanicals and pass any journals using CaseWare
Submit electronically to the FSB
Any accounting application is supported
We recommend combining our leading desktop financial preparation tool and Cloud platform to give your practice the edge it needs in this highly competitive market space. CaseWare Cloud gives staff the flexibility to work on financial statements regardless of time and location. When they access financial statements on CaseWare Cloud, you will have peace of mind knowing that they're working with the most up-to-date version – as changes made across the team automatically sync to the master copy.
Collaborate in ways not possible before with one centralised location for all your staff, clients and other stakeholders.
Share files quickly and easily. Provide clients with custom dashboards for helpful views into the engagement process.
Enjoy a full document management system with built-in archiving, retention and back-up capabilities.
Monitor the status of engagements from any web-enabled device. Engagement files are also stored in CaseWare Cloud, which means automatic back-ups and no need for expensive servers.
Leverage built-in roles for easy rights management, or create your own.
Task management and timeline analysis
Task functionality allows users to assign tasks to individuals, allowing for work progress transparency. This feature, combined with timeline functionality, presents a new way to view and keep track of all the activities in your firm on one screen.
Promotes mobility and flexibility
The Cloud-based financial statement software allows access to real-time data – anytime and anywhere –and improves productivity and client service.
Review on the go
Review your financials on any device anywhere. An easy and efficient way to review information, create issues and sign off.
CaseWare is the leader when it comes to automating the preparation of a full set of corporate financial statements according to IFRS and IFRS for SMEs.
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Find the training that’s going to help you win quickly and easily. Our training courses are aimed to equip you with the necessary knowledge that enables you to achieve better results when using any of our solutions.