Are You Paying Too Much To Manage Your Super?

Self-Managed Superannuation Funds are great if you want flexibility, tax benefits and control over your assets. They also bring with them a level of responsibility, risk and workload that does not suit a lot of consumers. 

That risk, responsibility and workload is the reason why most consumers tend to outsource the compliance and reporting on their SMSF but are they paying too much?

For a fixed fee of $3890 we will administrate your Self- Managed Superannuation Fund for you.

To allow a degree self management to suit most needs, at FINH we have come up with 3 different levels of management for our valued Superannuation Fund clients.

1. Set up a new SMSF
2. Manage Annual Compliance, Administration and Management Reporting of existing SMSF (Minimum Value $250,000)
3. Option 2 PLUS Portfolio Management and Reporting

Option 1

 Set up a new Self Managed Super Fund.

 If you are considering setting up a Self Managed Super Fund and want the peace of mind of getting it right the first time then it is well worthwhile dealing with our experts. For $1090 inc GST we will complete the set up of your Self-Managed Super Fund for you. This will give you the freedom and flexibility that all SMSF's provide and the ability to consider taking up our SMSF packages outlined in Options 2 & 3.


Option 2

Managing the Compliance, Administration and Management Reporting of an Existing SMSF - $3890.

If you already have a SMSF with greater than $250,000 and you are either managing it yourself or with another Service Provider then consider this option. FINH will:

• Manage all related paperwork
• Complete the accounts and audit on a quarterly basis enabling access to up-to-date information at all times
• Prepare and lodge tax return, member contribution statement and all other regulatory returns
• Access to year round technical advice from your personal account manager.
• Provide seamless and fee free transfer from another Service Provider.

Option 3

• Option 2 PLUS Full Portfolio Management and Reporting.
  
  If you already have a SMSF and feel you do not have the time nor expertise to manage its Investments then you should consider this option. For the same fee as provided in Option 2 plus an individually customised performance fee structure we will manage all of your investments for you. This option allows access to over 40yrs of independent expert investment experience. Why choose this option? The benefits are extensive.
• Access to FINH's own portfolio management system via the internet.
• Up to date portfolio, revalued daily, which can be accessed at any time, including the following-
  1) Extensive Capital Gains Tax Reporting on both realised and unrealised gains.
  2) Portfolio Reporing including transaction reports, portfolio valuation reports, income reports and performance reports.
• Capital Gains Tax optimisation through regular reviews. 
• Quarterly performance reporting.
• Investment recommendations from our advisers
• Investment strategies tailored to meet your personal requirements .
  
  FINH is able to offer these services in conjunction with Professional Investment Services Pty Ltd (ABN 11 074 608 558), an Australian Financial Services Licence holder (AFSL No. 234951)
  
  Click here to email one of our consultants OR call us on 3229 7333 to find out more