| At ActiveSuper we understand that your clients are your clients and you want to retain control of your client base. |
| We also understand that you play an important role in a significant proportion of SMSF’s in Australia however as you know administering SMSF’s isn’t always smooth sailing. |
| With increasing regulatory scrutiny, the risks associated with administering SMSF’s in-house are threatening to outweigh the benefits for many firms, particularly for complex funds. |
| ActiveSuper’s SMSF administration service provides fast, accurate and reliable administration support allowing you to offload the onerous and expensive administration and compliance workload whilst retaining the profitable audit function. |
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| Complete visibility of your clients |
| Through leading edge technology you, as a client of ActiveSuper, will have complete visibility of, and access to your SMSF clients. Our new service has been designed to make the process effective, seamless and, most importantly, easy to use. |
| In simple terms, through the click of a mouse you as the Accountant have access to all documentation relating to your clients’ funds and can communicate any issues, queries or requests 24/7 from anywhere in Australia or around the world. |
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| ActiveSuper Accountant Portal |
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| To access the ActiveSuper Accountants Portal, you and your clients will be allocated a unique and secure six character password to use with your email address. Access to your unique site is via the ActiveSuper Self-Managed Superannuation Home Page. See More... |
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| Supporting your business and your clients |
| ActiveSuper makes fund establishment simple. Whether your clients want to establish a new self managed super fund or transfer an existing one to the service, ActiveSuper makes the process straight-forward, clear and above all, efficient. |
| In addition to the administration services outlined in our Product Disclosure Guide, ActiveSuper supports your business by:
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Allowing you to monitor fund activities through our unique online document library and reporting functionality. |
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Enabling you to charge a fee for services you provide. |
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Providing market-leading technical services. |
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Offering SMSF marketing material and forms, calculators and client education flyers. |
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| Making our service your "branded" service |
| ActiveSuper offers accountants the opportunity to either co-brand or white label the SMSF administration service. Please contact ActiveSuper should you wish to explore these opportunities further. |
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| Fees and additional services |
| ActiveSuper offers it’s customers a comprehensive self managed super administration solution, at an extremely competitive rate. Rather than percentage based fees offered by the majority of institutions, ActiveSuper’s customers pay flat rate establishment and ongoing fees. This, in conjunction with our state of the art workflow systems allows us to deliver on our promises at the best possible rates … No Surprises. |
| For a detailed explanation of ActiveSuper’s administration fees please refer to the Product Disclosure Guide |
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