How Superfund Partners works with investment advisers

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Presentation on how Superfund Partners works with investment advisers (including stock brokers) for SMSF clients.

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How Superfund Partners works with investment advisers

  1. 1. Specialist SMSF advice and administration
  2. 2. Who are we? • Established in 2009 • 800+ SMSFs under administration • Gold Coast head office with clients across Australia • Owned by boutique financial services company Quill Group • Main demographic is baby boomers with approx. $1m in assets • 60% of clients currently self-directed • Completely cloud driven business
  3. 3. What we do How we do it • SMSF Accounting & Tax • Establishment of new SMSFs • Strategic SMSF advice including: • Pensions strategies • Limited Recourse Borrowings • Estate planning • We DO NOT provide investment advice – and we never will! • Your SMSF, your choice • Advice when you need it • Simple fee structure
  4. 4. Why advisers love us: • Specialist SMSF focussed business • High service levels with a personalised touch • We lodge earlier than typical accountants – quicker refunds • We need investment advisers to look after our clients • Lower fees compared to industry average • Online access • Data feed driven
  5. 5. What we charge Ongoing Fees • Client with adviser driven equities portfolio: • $1,620 admin • $400 audit • Monthly or annual fee options • Refundable GST impact: • Client with $10k in fees/ brokerage would receive $682 GST refund Other Fees • New SMSF (standard pricing): • $660 – individual trustees • $1650 – corporate trustee • Deed upgrade - $495 • LRBA / Bare Trusts - $1485 • Full pricing schedule on our website
  6. 6. Online Demo

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