SMSF ADMINISTRATION What Fintech Financial Services can offer you TAKE COMPLETE CONTROL OF YOUR RETIREMENT FUNDING WITH A SELF MANAGED SUPERANNUATION FUND (SMSF) |
- Invest in shares, real estate, bonds, unit trusts and fixed interest etc.
- Select a company sponsored fund, a personal fund or combined partnership fund.
- Receive benefits as a lump-sum, complying pension or account based pension.
- Deduct our administration fees as a tax expense of the fund.
- Appoint corporate or individual trustees.
- Rollover monies to your self managed fund from an approved deposit fund, another superannuation fund or deferred annuities. (No entry fees will be levied on rollover funds.)
- Arrange a tax deductible life and disability insurance with the insurer of your choice.
FINTECH FINANCIAL SERVICES MANAGEMENT IS A SPECIALIST ADMINISTRATOR OFFERING OUR CLIENTS LOW COST FEES WITH FIRST CLASS SERVICE AND ADVICE. |
- Fintech arrange a total installation service, inclusive of solicitor Trust Deed Fees.
- Fintech ensure the Fund trust deed is kept up to date with new tax legislation.
- Fintech maintain a complete set of financial accounts with operating statements, balance sheet, member statements etc to AAS25 accounting standard for superannuation funds.
- Fintech prepare and lodge the taxation returns and arrange payment for any taxes due.
- Fintech assist with advice on the allowable investments as regulated.
- Fintech arrange rollovers, death and disability payments, prepare all necessary ETP rollover paperwork.
- Fintech arrange for the annual audit of your fund.
- Fintech assist you with professional advice to ensure that your Fund complies at all times with current Government Regulations.
DID YOU KNOW THAT IF YOUR FUND OWNS REAL ESTATE, THIS CAN BE TRANSFERRED TO YOU ON RETIREMENT AS PART OF YOUR BENEFIT. |
The advantages of a Self Managed Superannuation Fund are many :
- No hidden investment charges.
- Our Fees cover total SMSF Administration service - no extras for calculations
- No regular premiums are needed - you decide the frequency and the amount of contributions after consulting with your Accountant.
- Self Managed Funds are most suitable for company directors, self employed, partnerships, salary sacrifice executives and company funds. A maximum of four members is allowed.
Please contact the Fintech Financial Services office for a no obligation free quote on the cost of a fund to suit your needs.
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