The document discusses self-managed superannuation funds (SMSFs) in Australia, including statistics on their growth and considerations for individuals in setting one up. It notes that while SMSFs provide more control, costs must be weighed against benefits. It also covers options for online access and management of superannuation accounts, including through "cloud" features for SMSFs that provide security, automatic downloads, document storage, data sharing and reporting.

2. The Meaning Of Life
• The secret to eternal happiness
• How to achieve everlasting wealth
• How to work less, earn more and get better looking each day

6. SMSF’s: Taking Control

7. Important Reading - Lies, Damn Lies & Statistics

8. SMSF Member Growth
Establishments Wind-ups
Net
establishments
Total number
of SMSFs
Total members
of SMSFs
Mar-12 9,877 619 9,258 467,868 890,102
Jun-12 11,668 5,112 6,556 474,424 901,223
Sep-12 11,536 1,450 10,086 484,510 924,030
Dec-12 9,899 604 9,295 493,805 940,595
Mar-13 8,586 724 7,862 501,667 954,581
Jun-13 9,493 4,875 4,618 506,285 962,263
Sep-13 9,251 769 8,482 514,767 982,095
Dec-13 7,860 300 7,560 522,327 995,591
Mar-14 6,590 216 6,374 528,701 1,006,975
Source: ATO

9. SMSF’s: Popular and On Trend

10. Things to consider:
• Does it suit your personality, skills, and desire for involvement
• Cost vs Benefit
• These are not necessarily monetary considerations

11. Source: BUSSQ

12. Source: BUSSQ

13. We’re passionate about Cost Efficiency
However…
• Control of Data
• Quality of product
are extremely important also.

14. Big Super: Access to Information
Member Online
• Keep track of your super, on your time.
• Member Online is a safe and easy way to keep track of your super
account.
• Open 24/7 you can access your account whenever it is convenient for
you.
• Member Online allows you to: Check your account balance, monitor
transactions made on your account

15. SMSF’s: …enter, “The Cloud”

17. Cloud Features
• Security – we own the data
• Bank – transactions automatically downloaded
• Document Management – created and stored in an online portal
• Share Data – direct from provider to admin software
• Reporting – real-time access to customisable reports
• Access – customised access for members and their advisors

19. Thanks…
Feel free to stick around for drinks.
Our team will be available for any questions that you may have.