You have recommended your clients set up an SMSF but you don’t have the time to handle the on-going administration of the Fund.
You may also be concerned that if the paperwork is wrong or returns lodged late, that your client’s Fund may be made non-compliant. Superannuation Services can help in a number of ways.
Outsourcing
You may choose to outsource the administration to Superannuation Services. Your clients will probably not even know that Superannuation Services exists. The administration agreement is between Superannuation Services and you/ your firm.
Back Office Support
You recommend to your client that they appoint Superannuation Services to act as their Fund administrator ( we can also set the Fund up for them) and we can either liaise with the client directly or with you – it’s your choice. We know how important your client relationship is, so we let you decide how much contact we have with your clients.
- Superannuation Services will not poach your clients.
- we DO NOT get involved in investment decisions
- we DO NOT prepare accounts or lodge tax returns for individuals or entities other than SMSF’s
Call us today on 07 3808 1500 and ask to speak to a director to discuss the best option for you/ your practice.
Technical Support
The technical knowledge of the staff at Superannuation Services is of the highest level. We have an Australia-wide peer support network which we can tap into for additional opinions on “grey areas” in the legislation. Financial planners and accountants who use our administration service often call us to confirm their understanding of the Superannuation Industry Supervision Act and Regulations.
New to SMSF?
Check out our free resources and then use our online application form.
Existing SMSF
You can get a free health check and we can go through your options with your existing SMSF.
Info for Experts
Are you a Financial Planner or an Accountant looking for expert back-up? We will answer your questions.
Newsletters
Download our latest newsletter, it’s full of current news & up to date information.
Our website will help answer some of your questions, but please call us on 07 3808 1500 if you want to talk to a “real” person and discover the best options for you.
