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Supercom Consultants Pty Ltd
Investing in The Hills Shire

www.supercom.com.au
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Unit 9/5-7 Ross St. Baulkham Hills. The Hills Shire, NSW, 2153.
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What you should know about Supercom Consultants Pty Ltd

Financial in The Hills Shire, Consultants in The Hills Shire, Consulting in The Hills Shire, Consultancy in The Hills Shire

Since then we have assisted our many clients to efficiently operate their Self Managed Superannuation Fund to reach their goals of snug retirement. We are huge believers, that the person maximum interested in your money, your tomorrow and your retirement is you. For that reason we discard much of our time, in business, helping you to aid yourself. We believe that your Self Managed Superannuation Fund if managed correctly can give you financial freedom and independence. supermom have dedicated staff ready to aid service your needs. We offer a range of services including Fund Set up, istration and Investment.

Because we are passionate about our clients and trust that SMSF’s are the way to your Tomorrow financial freedom. Like other superannuation funds, self managed super funds (SMSFs) are a way of saving for your retirement. The difference between a SMSF and other types of superannuation funds is that, generally, the members of an SMSF are also the trustees. This means the members of the SMSF operate the Fund for their own benefit. As the fund is controlled by the members, they have greater handle over their retirement savings than they have with other types of superannuation funds such as industry or retail splendid funds. Capable to invest in a expansive range of assets, including direct property, which are not normally available in traditional super funds. An SMSF offers many advantages for estate planning over other ownership structures and over customary splendid funds. Ability to handle all key decisions, including investment decisions, but calm having the aptitude to take advice from specialists. A SMSF can present you the ability to transfer personally owned listed shares and some property into your fund. To establish a SMSF, the fund must confront the following conditions: Each member of the fund must be a trustee of the fund. No fund member can be an employee of another fund member, unless they are related, and. No trustee of the fund can take remuneration for their services as a trustee. Each director of the trustee company must be a fund member, and each fund member must be a director of the company. There are some exceptions involving single member funds and minors. Establishing your SMSF We can aid you with all the documents required to establish a self managed splendid fund. Investing in your SMSF We can help you flourish your fund’s investment strategy and portfolio and produce ongoing investment advice and management. The compliance requirements for Trustees can be extensive and supermom can assist you in the subsequent areas: Providing trustee declarations and good Minutes. Establishment of a believe for a borrowing arrangement to acquire property. Preparation of annual financial statements, including operating statement, statement of financial position, notes to financial statements. Prepare and lodge the fund’s income tax return. Yield assistance to trustee’s with the preparation of the fund’s investment strategy and their reporting obligations. Bear advice on what investments a SMSF can or cannot invest in.
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A Statement of Advice (DOA) is a written record of the personal advice we present to you. Our recommendations about specific financial products. Disclosures about any relevant fees, commissions and associations. In general we are needed to produce you with an DOA the beginning time we yield you with. Personal advice about each type of financial product or when there has been a meaningful change in your circumstances. However, if you instruct us to produce the services immediately, we will give you an DOA within five days of providing the advice. If we provide personal advice in circumstances where we are not required to offer you an DOA, you may request in writing a record of this advice (if we have not already provided a record to you) at any time for a period of seven years after the date the advice was given. The services and products we can provide. We are authorized to provide advice ardor deal in the following financial services and financial products: They are approved representatives of supermom and we are responsible for the advice they produce to you. If you have a complaint, we foster you to discuss the matter with your supermom Adviser or supermom management. When dealing with a complaint you have submitted to us in writing: Services provided by the independent complaints' resolution body are free of charge. supermom has entered into arrangements with stockbroking organizations in relation to the provision of stockbroking services. supermom and these firms have made arrangements between ourselves in relation to fees, charges and commissions you are charged for services, and the costs associated with the provision of these services. supermom may receive a percentage of the fees paid by you to these organizations in the form of a rebate. You will be advised of any rebate we may receive at the time of us providing the advice or the service to you. You will be advised of any commission we may take at the time of us providing the advice or the service to you. Because helping you realism your goals and objectives is of paramount importance to us, our advisers will also support appropriate products from a long range of financial product providers. Fees charged at a fixed rate for services provided for example, for portfolio administration services, we will charge an hourly rate as agreed with you before the service is given. Initial and ongoing commission paid to us, by product and service providers we may take fees and commissions from issuers of managed funds, store taking institutions, banking organizations and other financial organizations when you choose to invest in one of their products. Commissions and fees will vary for each product and will be set out in the apropos offer document (if applicable) ardor provided to you at the time advice is given or the financial service is provided (or as soon as feasible thereafter). These fees are generally in the form of: a stationary fee a proportion of the initial ardor ongoing fees or commissions we disclose to you or a combination of both or. Our advisers may attend conferences subsidized in total or portion by product providers.
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