With the end of the financial year fast approaching, now is the perfect time to ensure everything is in place for your clients SMSF clients before 30 June. The following are some superannuation strategies that you might want discuss with your clients. Contribution caps Before
From 1 July 2017, superannuation fund members are subject to a $1.6 million transfer balance cap (TBC) which limits the tax exemption for assets funding superannuation pensions. The TBC encompasses a significant amount of monitoring for an individual. This monitoring is to be facilitated by
The end of year compliance process is pretty much the same wherever you go. Whether you pay $3,000 or $300 the end result is that you get financial statements, independent audit, member statements, tax return and some minutes. So what distinguishes one provider from another?
No Unlike some of our competitors who, in addition to providing services to accountants/advisers, also offer a retail product to trustees in direct competition, Supernova only market to accountants and advisers. Our wholesale fees are only available to SMSF professionals including financial planners, accountants and brokers.
Basic INCLUDED Features This Includes the usual Standard Functions you would expect… Fund processing and administration Preparation of annual financial statements Preparation of the SMSF annual return Investment Reports (Income, realised and unrealised gains etc) Member statements Trustee minutes Additional INCLUDED Features Many of 0ur
Yes. You can request online access be granted for your clients. They will need to have a valid email address to gain access. You as the adviser control which clients have access to their fund.
You have total control over what your clients are charged and how they pay for the administration of their fund. You need to ensure that the fee charged adequately takes into consideration any work you and your staff undertake liaising with Supernova and also the
We do this by: Providing Innovative Processes We continually refine and adapt our processes utilising automation and technology to increase accuracy, provide faster turnarounds and to keep costs down SMSF Expertise We know SMSFs – it is all we do. Our Administration solution will not
Yes. But many of the efficiencies built into our system are lost and it will impede the service we are able to deliver to you as an adviser.Our default auditor is familiar with our systems and has been involved in the development process. Alternate auditors
At Supernova we understand the importance of the relationship you have with your clients. That’s why, if you use our SMSF services, you can be sure that we are not in competition with you for the same SMSF clients and would never contact your clients
