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> For New Clients > Why
Choose Super Plus? |
| At
Super Plus we only provide SMSF administration so we are good
at it. We don’t try to be all things to all people.
The operation of a SMSF can be a complex matter and involves
the intersection of many different disciplines, including
Tax and Compliance.
Ultimately our approach is best summarised as:
|
Instead
of saying no we look for reasons to say yes to all your
SMSF requirements. No one is perfect so if we can’t
answer your question straight away we’ll find
the answer and get back to you. |
The
Super Plus advantage
We operate on an ongoing basis, not an annual once a year
basis.
This means
that we process all work on your SMSF continuously throughout
the year. This offers huge benefits over processing once a
year.
Not
receiving a complete service?
Check the services that are often not the best. Most accountants
only prepare your work once a year and this may be done many
months after the end of the financial year. Some SMSF administration
providers might claim to do regular processing, but actually
just collect your information and then only process it on
an adhoc basis.
Advantages
of Super Plus
| |
Your
SMSF is always up to date |
 |
Minimisation
of excess contributions (saving excess tax) |
| |
Can
start a pension at any time |
| |
Up
to date investment reports - across your whole SMSF |
| |
Accurate
tax reporting for ATO installment notices |
| |
Accurate
and up to date Centrelink information (for Trustees entitled
to Centrelink) |
| |
Minimisation
of compliance problems |
Disadvantages
| |
Super
Plus must receive investment information on a regular
basis (either directly or via the trustee) |
 |
You'll
have less to do |
Compare
the Alternative
Compare
Super Plus services to a 'once a year' or adhoc provider;
| Services
provided |
Super
Plus |
Other |
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| Investments
of your choice (only limited by the SIS) |
|
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| Limited
Recourse Borrowing (Security Trust Structure) |
|
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| Pensions
- Account Based & Transition to Retirement |
|
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| Complying
Pensions - Grandfathered |
|
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| QROPS
Registration & Operation (for UK Pension Transfers) |
|
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| Accumulation
& Pension in same fund |
|
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| Fixed
Fee |
|
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| |
|
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| FUND
ESTABLISHMENT |
|
|
| Trust
Deeds & Minutes |
|
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| ABN,
TFN, GST Registrations (GST-if required) |
|
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| Turn
around time of new orders - 5 days |
|
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| Corporate
(Company) Establishments |
|
? |
| |
|
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| TRUST
DEEDS |
|
|
| Standard
Deed or Deed of your choice |
|
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| Change
between Individuals and Corporate Trustee |
|
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| Deed
of Appointment / Resignation |
|
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| Deed
Upgrades |
|
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| Lost
Deed Replacements |
|
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| |
|
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| PENSIONS
|
|
|
| Pension
Commencement – At anytime during the year |
|
|
| Pension
Calculations |
|
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| Annual
Pension Adjustment |
|
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| Centrelink
Schedules |
|
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| Actuarial
Certificate arranged |
|
? |
| |
|
|
| REPORTING |
|
|
| Financial
Reports Preparation |
|
|
| Tax
Return Prep& Lodgment (via Super Plus Tax Pty Ltd) |
|
|
| One
off report requests |
|
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| Online
Reports |
|
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| Member
Reports at any time |
|
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| |
|
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| HOUSE
KEEPING |
|
|
| Sample
Investment Strategy |
|
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| Mailing
Address |
|
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| IAS
/ PAYG / BAS Returns (via Super Plus Tax Pty Ltd) |
|
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| Monthly
Bank Account Reconciliations |
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| Direct
Tax Payments |
|
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| Independent
Audit |
|
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