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Here you will find links that will enable you to easily access
key super information. You will also find important documents,
logins and general super links.
The
support of our existing clients is always greatly appreciated
so don’t forget to share our quality service by referring
Super Plus to your friends and business associates if they
have an existing SMSF or wish to setup a new SMSF
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Fund
Status
Your fund financials are prepared in order of
priority, with most funds ATO lodgement date being
15th May each year following 30th June year end.
Fund
completion order:
1st-31st Oct lodgements
2nd Clients on Centrelink
2nd Clients with pensions
3rd-28th Feb lodgements
4th-15th May lodgements
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Misc
Clients should ensure we are always notified of
changes to contact addresses, phone numbers and
email.
Clients
should always keep Super Plus updated on all
investment sales and purchases.
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Anti Money Laundering (AML)
There are now increased requirements for identification of investors,
please note when making new investments the investment provider
will require ID checks. Your financial adviser and others may
conduct these checks, however you should ensure you have original
ID or a certified copy of your ID, eg Passport or Drivers Licence.
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