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• The secret to eternal happiness

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SMSF’s: Taking Control

Important Reading - Lies, Damn Lies & Statistics

SMSF Member Growth

Establishments Wind-upsNet

establishmentsTotal number

of SMSFsTotal 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

SMSF’s: Popular and On Trend

Things to consider:

• Does it suit your personality, skills, and desire for involvement

• Cost vs Benefit

• These are not necessarily monetary considerations

Source: BUSSQ

Source: BUSSQ

We’re passionate about Cost Efficiency

However…

• Control of Data

• Quality of product

are extremely important also.

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

SMSF’s: …enter, “The Cloud”

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

Thanks…

Feel free to stick around for drinks.

Our team will be available for any questions that you may have.