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The superannuation industry is both complex and ever-expanding, and no area more so than that of diy super funds (also referred to as self managed superannuation funds). While accountants and financial planners are able to provide financial advice, they are often not able to remain up to date with the volume of changes and tax rulings related to self managed super funds. Investors may not be accessing the full potential of their self managed superannuation fund – in such a highly specialised area you need a specialist.
It is with this in mind that 2020 DIRECTINVEST has recently formed an alliance with Super Outsource, our preferred provider of diy super fund administration services. Super Outsource is a team of self managed super fund experts who focus solely on self managed super and combine years of experience to ensure that your DIY super fund remains compliant. The stated aim of Super Outsource is "to give premier service that maximises your super and minimises tax."
Super Outsource provides annual fixed cost DIY super administation services so that you can effectively plan for the administration costs of your fund without any surprises. This is a full service offering, and includes the necessary administation and compliance.
Preparation and lodgement of:
- Annual financial accounts & member statements
- Annual investment reports
- Annual tax & regulatory returns
- Quarterly IAS/BAS statements
- Any Eligible Termination Payments
- Tracking of RBL benefits
- Audit work papers
Also:
- Advice on superannuation fund compliance.
- Generic advice of the breadth of investments a fund can invest in.
- Advice on any compliance issues if a particular invest was taken.
- Advice on what form benefits may be taken from the fund.
- Advice on the implication of proposed changes in the superannuation laws.
All of the above DIY super fund services are now available to 2020 DIRECTINVEST members at a substantially discounted rate. To find out more about the specialist services available for DIY super funds please contact 2020 DIRECTINVEST. |
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| Financial Advice | Professional fee for service financial advice - avoid % based adviser service fees that last the life of the investment. more info
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| Investments | Access investment funds for your self managed super fund with fee rebates. more info
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