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Information for IndividualsWho Are WeThe Super Group provides services to clients operating or planning to operate their own self managed super funds. The Super Group is a team of professional staff with over 15 years of experience in the administration of self managed super funds. We are large enough to ensure the cost benefits of scale but small enough to deliver personalised service for each of our clients. We operate our service under a regimen of administrative procedures which ensure that regulatory compliance can be achieved - but we pride ourselves in offering our clients flexibility in meeting individual needs. We keep abreast of the ever changing super regulations and update our operations to maintain compliance – no hassles for the client. Our Clients Are:People who have some experience and confidence as investors or who have access to investment advisors but who have found the administrative burden of managing their investments in a ‘complying’ super fund unacceptable. People who value their limited leisure time and have chosen to regain this by delegation of the administrative tasks. People who want efficient professional administrative support but won’t sign over their hard earned investment assets to any single entity. People who respect the golden rule of asset protection: ‘don’t put all your eggs in the one basket’. People who require access to experienced technical experts to assist them with their retirement planning. Our clients are investment savvy but admin averse. Advantages of Self Managed SuperSelf managed super is the choice of many established professionals. It offers the potential to break out of the mediocrity mould of the super industry’s mass market products. Self managed super provides the owner with total control of investments and allows the owner’s assets to be invested in a diversity of unrelated entities while retaining ownership (other super products and services encourage or require all assets to be signed over to a single entity). But with that investment freedom and control comes time consuming tasks and responsibilities to manage the super fund so it complies with our complex super laws. Meeting the Client’s ObjectivesWith the services of The Super Group the client continues to hold title to each of his/her investments, making the investment decisions and signing the cheques The Super Group records the transactions and maintains the accounts on a regular basis. Statutory compliance of procedures is ensured. With The Super Group, self managed super becomes manageable for busy professionals. The Way it WorksWe arrange the client’s trust deed and the client’s working cash management account (which can be accessed online). We provide a fund post box address so contract notes, dividend advices etc are continuously processed and we provide regular reports on the status of the fund. Investment documents (floats, new issues, etc) requiring client attention are passed on as they are received. Key Features of the Client - Super Group RelationshipThe client gets the control and flexibility of self managed super without the uncontrolled voluminous flow of paper that otherwise results from the client managing a diversified investment portfolio. The client gets accurate reliable and timely accounts on a regular basis from staff qualified and experienced in this type of service delivery. The client benefits from economies of scale – professional quality accounting and service from a skilled administrator processing large numbers of funds efficiently. A personal and personalised service – from all The Super Group staff. Whether you are an experienced operator of a self managed super fund or an experienced investor considering the establishment of one, the use of The Super Group services will remove most of your administrative and compliance burdens, reduce the volume of paper to be processed and allow you to recover some of your long lost leisure time. Where to from here…The pages of The Super Group web site provide further information on our
group and our services. We welcome the opportunity to provide further
information or discuss your particular needs. See the Contacts
page or call us on (02) 9328 9328. You may become
another one of our many satisfied clients. |