Tired of the burdens of administering your Self Managed Super Fund?
Welcome to Smart Money Company – the unique cloud-based system that will take the stress out of managing your own Self-Managed Superannuation Fund.
With Smart Money Company, you are the chairperson of your SMSF – not the administrator.
Smart Money Company is creating innovation by the automated processing of all of your daily SMSF transactions – keeping you informed and allowing you to make smart decisions for you and your family’s financial future.
No more worrying about whether you are maintaining a compliant fund – Smart Money Company brings everything together and reconciles your fund transactions on a monthly basis, making sure that the required documents for regulators, the ATO and other related parties are correct and lodged on time.
Too many trustees have told us that they have no idea of where they are at any one time – this no longer needs to be the case! – with your own personal dashboard, you will be able to access a snapshot of your fund investments at any one time.
Having this information at your fingertips allows you to see if your strategy is on target or when action is needed.
And the best thing about Smart Money Company – all of the daily management is carried out at a very competitive price, paid monthly for your convenience.
Smart Money Company ends the big ticket fees that are commonly associated with running your own Self- Managed Superannuation Fund.
What if you don’t have an SMSF?
The first steps are easy – if you haven’t already set your SMSF up, we can facilitate this for you, in a fast and cost-effective way.
Your trust deeds, statements, forms and member’s documents are prepared for you so that you can then request the rollover of your current fund assets.
The compliant documents are sent to you either by post or in an electronic format.