| 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. |
| 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 Advisor 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. |
| Any changes made to profiles and all issues, queries and requests lodged through the online system are captured on the system and immediately notified to your ActiveSuper account manager to action. |
| |
| ActiveSuper Advisor Portal |
|
| To access the ActiveSuper Advisor 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... |
| |
| Supporting your business and your clients |
| In addition to the administration services outlined in our Product Disclosure Guide, ActiveSuper supports your business by: |
 |
Allowing you to monitor fund activities through our unique online document library and reporting functionality. |
|
Enabling you to charge an Advisor service fee. |
|
Providing market-leading technical services. |
|
Offering SMSF marketing material and forms, calculators and client education flyers. |
|
Supporting accountant relationships by allowing the client’s accountant to retain the super fund’s annual audit. |
|
| |
| Making our service your "branded" service |
| ActiveSuper offers dealer groups the opportunity to either co-brand or white label the SMSF administration service. Please contact ActiveSuper should you wish to explore these opportunities further. |
| |
| 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. |
| |
| |
