Financial Synergy brings together a talented team of software specialists and fund administrators to deliver an unparalleled advantage to customers".
Responsive Administration
- Standard Trust Deed for fund transfer and new fund establishment
- Cost effective, timely and compliant SMSF solutions
- Responsive and flexible administration
- Investment choice
- Personalised service
SMSF Online
- Secure, easy to use service for financial advisers and trustees
- Segregated asset reporting
- Daily unit price uploads
- Comprehensive online financial reporting
- Real-time investment performance reporting
Financial Synergy's SMSF service takes care of your client's SMSF needs through the management of administration and compliance requirements, access to online services designed to provide real-time investment performance reports at both fund and member levels, and friendly, personalised service. Freeing you to focus on your clients' investment strategies and financial future.
Benefits of using Financial Synergy's SMSF Service
- Access to expert administration and compliance advice and management services, giving you the confidence to provide clients with a cost effective SMSF solution, while you focus on investment strategies.
- Ability to monitor performance of fund and members 24 hours a day, 7 days a week
- Segregation of assets enable greater variance and tailoring of investment strategies to individual fund members.
- Document management ensures less paperwork and more time saved to focus on clients' investment performance.
- Transparency of product offering, service standards and fees.
- Friendly, personalised and prompt administration service.
- Notifications sent to advisers to keep you informed of your clients' investments and deadlines for trustee obligations.
- Daily administration services provide up-to-date and frequent valuations of your clients' investments.
- Standard Trust Deed reduces costs and ensure legislation updates are applied quickly across all funds administered.
Financial Synergy is focused on delivering efficient, reliable and compliant SMSF administration services... Allowing you to relax and focus on your clients' financial future.
To find out more about Financial Synergy's Self Managed Superannuation Fund Administration service, including how to establish or transfer your fund, contact Financial Synergy on 1300 550 536, or email smsf@financialsynergy.com.au
responsible & flexible
New fund establishment
Transfer and administration of existing funds
Caters for a variety of membership types
Daily administration and compliance functions
Mail house service
Coordination of actuarial services
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comprehensive & efficient
Standard Trust Deed
Compliance review and advice
Arranging independent and external audit service
Preparation and lodgement of activity statements (IAS/ BAS)
Calculation of member benefit payments, ETP and any taxation of lump sum payments, together with preparation of appropriate forms
Deduction of PAYG Tax
Annual optimised CGT processing
Preparation of annual accounts
Template trustee minutes (where required)
Preparation of individual member benefit statements and other legislative reporting requirements
Pension payments
Reporting to Centrelink
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real-time investments & reporting
SMSF Online
Segregated asset reporting
Daily unit price uploads
Investment monitoring
Monitoring asset allocation and benchmarking
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Financial Synergy's self managed superannuation fund administration services are designed to help SMSF funds meet administrative and compliance obligations only, Financial Synergy Pty Ltd is not licensed to provide financial product advice under the Corporations Act 2001. You should consider taking advice from a holder of an Australian Financial Services License before making a decision about a financial product.
The information on this web page is correct at time of publication, 27 November 2007. Services and fees are subject to change at any time.
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Solutions
SMSF Administration Service
