| Managing and maintaining compliance requirements is an essential part of owning a Self Managed Super Fund. If a fund loses its status as a complying fund, it will no longer receive concessional tax treatment and the consequences can be more far-reaching than that. |
| At ActiveSuper, our highly experienced team of industry specialists monitor and report to you on compliance of your fund, keeping it up to date with current legislation and new developments in superannuation law. |
| ActiveSuper offers its 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. |
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| ActiveSuper Customer Portal |
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| Through leading edge technology you will have complete visibility of, and access to, your Self Manager Super Fund. 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 will have access to all documentation relating to your fund 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.See More... |
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| Self-managed super administration services |
| ActiveSuper’s administration service includes: |
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A comprehensive Trust Deed and Fund Establishment Service. |
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Monthly reconciliation and compliance review to ensure your fund remains compliant. |
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Maintenance of fund, trustee and member records. |
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Provision of all-inclusive quarterly reports on the fund’s investment and compliance activities. |
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Provision of annual financial statements, management of audit process and lodgement of annual tax returns. |
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| For full details on ActiveSuper’s administration service please refer to the Product Disclosure Guide. |
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| Setting up a new self-managed superannuation fund |
| If you are thinking about setting a new self-managed superannuation fund through the advice of your advisor/accountant, ActiveSuper can assist in streamlining the process by providing key checklists of required information to comply to Australian laws and regulation, including assistance in the establishment of key documents such as the Fund Deed. For more information, please contact us using our Contact Form. |
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| Moving your fund administration to ActiveSuper |
| Moving your existing fund administration to ActiveSuper is straight forward. ActiveSuper with your authority can assist in streamlining the transfer of your existing documents and information from your old administrator. For more information, please contact us using our Contact Form. |
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