Self Managed Super Solutions
Our self managed super fund service provides advisers with all the tools necessary to manage self managed superannuation funds. These services are provided by Super Administrator in conjunction with smartsuper pty limited, a professional Self Managed Superannuation Fund and Small APRA Fund administration company that deals solely in the area of superannuation.
Our Solutions Include
- Technical Strategy Assistance
- Fix it Service
- Establishment Service
- Full Administration Service
None of our services include advice into specific investments to be made by the superannuation fund - investment selection is up to the individual fund or their advisers.
Technical strategy assistance
This is a fee based service based on time and need - you ask a question and receive a response. It includes such services as:
- Preparation of Statement of Limited Advice for client relating to the technical structuring of their fund whether in accumulation or pension mode - what to do and how to do it.
- Calculation and implementation of pensions, multiple pensions, multiple account types and components
- Death or Divorce
Fix it service
This is a fee based service based on time and need - you hand over a fund with issues to be ‘fixed' and then returned to you. The fix it service includes such services as:
- Taking on a non complying fund and fix it (if possible)
- Bringing messy funds up to date
- Implementing strategies and doing the paperwork
Establishment services
This is a fee based service which provides you with a fully established superannuation fund including establishment minutes and other documentation. This service includes:
- Provision of a Product Disclosure Document for you to add your fee details
- Organising the trust deed
- Preparing establishment minutes, application forms, trustee acceptances etc
- Providing a binder for trustees
- Providing appropriate establishing documents - ATO and trustee
- Establishing a Corporate Trustee (if required) - complete ASIC work as required
- Establishing a Cash Management Trust account (if required)
- Establishing insurance (if required)
- Establishing investment platform and stockbroker (if required)
- Enabling access to a dedicated finance broker (if required)
- Enabling access to a dedicated estate planning specialist (if required)
- Complete rollovers from other funds to fund's bank account
- Advising when complete and handing
Full Administration Service
This removes all the administration and compliance headaches from you and hands them to a professional administrator, thereby freeing you to concentrate on providing your clients with more profitable services. If you wish, you may decide to retain the audit function or we can arrange for a specialist superannuation fund auditor to perform this service. This service may be provided to:
- All your funds
- Some of your funds
- Just the difficult or pension funds
There is no requirement for all your funds to use the service.
Payment must be made in advance for all the services except the full administration service where fees are collected by way of direct debit on a monthly basis.
For more information contact your DKN Business Development Manager or complete the form below.