SuperManager is a Self Managed Superannuation solution for your clients that really does make it easy to do business.
All you need to do is manage the client’s investments in line with their Investment Strategy and SuperManager takes care of the rest. All within a very competitive fee structure.
SuperManager will take care of:
- Fund Establishment including provision of the Trust Deed and Product Disclosure Statement
- Preparation of Annual Tax and Regulatory Returns
- Provision of the Investment Strategy
- Preparation of Members Statements
- Preparation of All Minutes and Resolutions
- Annual Independant Audit of Financial Statements
- Ongoing Administration of the Funds operating accounts
- Review and Maintenance of the Trust Deed
- Review and Maintenance of Binding Death Benefit Nominations
- Maintenance of Member Fund Information
- Online Portfolio Management
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