Self managed super fund order forms

SMSF WORKS - Services In Self Managed Super

Documentation

New Fund Establishment
Variation of Existing SMSF Trust Deeds
Trustee Company Establishment
Pension Establishment
Lump Sum Payments
End of Year Accounting and Audit

Portfolio Management Service

Providing Trustee’s with access to our online portfolio service. Keeping you up to date with your fund investments and simplifying the end of year accounting and audit process.

Features include:

Daily valuation of investments
Portfolio Reports
Automatic update of dividends
Automatic update when buying or selling assets
Consolidated portfolio valuations including shares, direct property, syndicated property and full range of unit trusts.

Consulting Service

Assistance with all strategic issues related to the operation of self managed super.

This service is charged at an hourly rate subject to client circumstances and may include outsourcing of various components for specialist legal, estate planning and tax advice.

Ongoing Technical Support

Ongoing technical support via email to assist with those day to day general queries in regard to there self managed super fund.

Self managed super fund advantages

The opportunity to reduce income tax on investment income and capital gains;
Increased flexibility in investment choices and the asset selection;
Control over your total investment portfolio, with the ability to take account of the risk profile of all your assets, including those held outside superannuation;

The ability to have between 1- 4 members in the fund to allow the pooling of resources of others with similar financial objectives (for example, a family unit);
The maximum flexibility in relation to the usage of pension streams;
Increased flexibility to use the advantages
superannuation offers for those people trying to access Centrelink benefits such as the age pension;

The ability to transfer personally owned shares and other listed securities directly into superannuation; and
The ability to own your business' real property (but not operating assets) in the superannuation fund, assisting funding and cashflow problems for many businesses.