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Compliance to reliance using SMSF

Compliance to reliance using SMSF. 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. SMSF rollovers .

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Compliance to reliance using SMSF

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  1. Compliance to reliance using SMSF

  2. 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.

  3. SMSF rollovers

  4. “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

  5. Changes • Increasing ETF use • Decline in platforms • Increased use of SMA’s • Fee pressure • Greater than 700,000 people want “control”

  6. Benefits • Revenue source that creates reliance • $1,000+ margin per fund • < 2 hours work • Makes adviser the central point

  7. Creating reliance

  8. Who We Are • Specialist SMSF Administrators • Wholesale provider • Do not deal with the public • Established 2004

  9. 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

  10. Data feeds drive down cost Full Life Cycle View

  11. Client access 2010

  12. AR Job Tracker Manage queries online

  13. Features • On-line • Mail box • Secure • CPA’s • Great value • $1,260 plus GST per fund • Your margin can be collected by ARG

  14. What you do

  15. ARG

  16. ADVISERLOGIC Integration

  17. Summary • Embrace the opportunity FOFA gives • Take back control • Move SMSF clients from compliance to reliance

  18. Getting started

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