compliance to reliance using smsf. fofa frantic outrage from adviser s finish off financia l adviser...
TRANSCRIPT
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Compliance to reliance using
SMSF
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Daily Telegraph
End of an era as last mechanical typewriters are sold
An era of clattering keys and inky ribbons is coming to an end, as the world's last mechanical typewriter manufacturer has revealed it has only 500 left in stock.
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SMSF rollovers
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“If the pace of change inside your organisation does not keep up with the pace of change outside, then you are heading for trouble”
- Jack Welch
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Changes
– Increasing ETF use– Decline in platforms– Increased use of SMA’s – Fee pressure– Greater than 700,000 people want
“control”
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Benefits
– Revenue source that creates reliance
– $1,000+ margin per fund • < 2 hours work
– Makes adviser the central point
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Creating reliance
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Who We Are
Specialist SMSF Administrators
Wholesale provider Do not deal with the public
Established 2004
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Everything SMSF
• Pension commencement• Corporate trustee setup and
maintenance• Deed upgrades• Contribution caps• Pension minimums• Arrange audit and actuarial certificate• Bare trusts• Prior year catch up
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Data feeds drive down cost
Full Life Cycle View
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2010Client access
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AR Job Tracker
Manage queries online
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Features
– On-line– Mail box– Secure– CPA’s– Great value • $1,260 plus GST per fund • Your margin can be collected by ARG
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What you do
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ARG
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ADVISERLOGICIntegration
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Summary
Embrace the opportunity FOFA gives
Take back control
Move SMSF clients from compliance to reliance
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Getting started
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