Do you know we’re Experts in SMSF?

Prime are delighted to announce our new and improved SMSF Solution.

In 1 July 2018, the Australian Taxation Office (ATO) introduced a new Event Based Reporting Regime.

Essentially there are certain events in SMSFs that now need to be reported on a quarterly basis. This now means the traditional method of collating your documents and taking them to an Accountant at the end of each year is now obsolete!

So in 2018 we launched a new and improved SMSF administration and compliance service.

Key features of our new service include:

  • A Onestop shop for SMSF establishment, administration, compliance taxation and strategic advice. Our Specialist SMSF team work closely with our Financial Advisers providing you with a complete superannuation solution.
  • 24/7 access to your SMSF information through easy-to-use software via your mobile, tablet or PC.
  • A competitive fixed fee – with all fees calculated annually in advance providing complete transparency over your SMSF administration costs
  • A designated SMSF Client Manager to hand-hold you through the day-to-day running of your fund.

What does this mean for existing SMSF clients?

We’re now processing daily

We’re able to provide you with daily online reports by obtaining direct data feeds from various institutions. Upon completion of your 2018 financial statements we will bring your fund up-to-date for this financial year. Once up-to-date, we’ll provide you with online login to a suite of SMSF specific information.

We’re making your life easier

Our goal is to keep the administration of your SMSF as simple as possible. We pride ourselves on using technology and data feeds to stay up-to-date so you no longer need to keep the majority of your SMSF records.

We make handling queries quick and simple

We’re introducing Mobile App technology. For those clients who make the most out of their mobile phones, you can now access your SMSF information via secure fingerprint ID. You can even take photos of key documents and send them to us in an instant.

We’re enhancing your SMSF Security

We’re implementing electronic signing technology. When we finalise your financial statements or other key fund documents, we will send them to you via an end-to-end encrypted link. You can quickly and simply view all your SMSF documents for signing and returning with the click of a mouse.

We now have a fixed fee for service

Rather than send annual engagement letters, we will calculate and advise you of your fee annually in advance.

We’re setting our standards higher

By using market-leading technology we’re improving all aspects of our service.

To find out more about our SMSF Solution visit https://www.primefinancial.com.au/smsf-solution/

By Olivia Long

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A unique and personal service approach to support all your business advisory and personal wealth management needs.

Request a free consultation