| As
a financial adviser you need to be assured that your clients
are looked after and that the service you recommend performs
as expected and does not increase your work load.
Despite
a SMSF being the ideal investment vehicle for a client's retirement
planning, many financial advisers have traditionally not recommended
SMSFs to their broader client base because getting the accounting
and compliance work performed in a cost effective, timely
and efficient manner has not been possible.
This is
where Super Plus arrives, we provide a timely and efficient
service that caters to the needs of both the adviser and the
client, the type of service that is demanded by today’s
fast moving world.
Super
Plus provides you the adviser a SMSF solution that you,
your client and your dealer group will love.
|
We
provide:
•
New fund establishments
• Existing fund takeovers
• Fund windups
• Problem fund rectification service
• Fixed price services ( So you always know the cost)
• Monthly billing (Direct to the clients Macquarie CMT/CMA)
• Pension establishments and changes throughout the
year (not just 1st July)
• Member valuations available throughout the year
• Centrelink Schedules and member balances as required
throughout the year
• BAS/IAS PAYG completion included (no hassles with
missed returns or payments when the client is left to do it,
as with most providers)
• Trust Deed upgrades
• Trustee resignations and appointments
• Corporate Trustee secretary service (Super Plus are
ASIC registered agents)
• Web Reporting
• Adviser Fee collections
• Client Presentations (we can talk at client seminars
for you)
• SMSF technical advice service (we help you the adviser
with SMSF specific questions and problem solving)
Adviser
Fee Collection
As we perform all work on a daily basis we can calculate,
deduct and remit to your dealer group a monthly adviser fee
as agreed between you and your client. This may be a fixed
amount or a percentage of fund value.
Dealer
Groups
Australian Financial Service Licence holders can rest assured
that the risks associated with their advisers having clients
with a SMSF have been minimised by having their advisers use
a professional service provider such as Super Plus that is
experienced and specialises in all aspects of SMSF operation.
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