None of our services include advice about 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
Download our Technical Strategy Assistance Information Sheet
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 be handed back to you. It includes such services as:
- Take on a non complying fund and fix it (if possible)
- Bringing messy funds up to date
- Implementing strategies and doing the paperwork
Download our Fix it Service Information Sheet
Establishment Service
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
- Organising the trust deed
- Preparing establishment Minutes, application forms, trustee acceptances etc
- Providing binder for trustees
- Providing appropriate establishing documents - ATO & trustee
- Establishing Corporate Trustee (if required) - complete ASIC work as required
- Establishing Cash Management Trust account (if required)
- Complete rollovers from other funds to fund's bank account
- Advising when complete and handing back to you
Download our Establishment Service Information Sheet
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 maximising the return on your investments.
Click here for a full list of the services included
- Download our Full Administration Service Information Sheet
- Download our Application Forms and Product Disclosure Statement
Other Adviser Services
Seminars
Smartsuper regularly runs seminars for clients of advisers to assist them:
- Inform their clients on superannuation topics of interest
- Provide legislative updates
- Inform clients of the latest strategy planning opportunities
For more information please contact Smartsuper client services on 1300 138 348
Marketing Tools
Smartsuper has a range of presentation materials and documents available to assist advisers:
- Inform clients of the advantages of running their own fund
- Assist advisers promote self managed super solutions to their clients
For more information please contact Smartsuper client services on 1300 138 348
Training
Smartsuper can train you and your staff to upgrade their knowledge in key superannuation strategies.
For more information please contact Smartsuper client services on 1300 138 348