Smart Money Company Super is all about minimising the burden of being a SMSF trustee.
Starting an account with Smart Money Company Super is easy and quick. Our online wizard will take you through the steps required to create your own personal and secure dashboard.
Your Smart Money Company dashboard brings together everything you need to manage your fund account. All the transactions are inter-connected, streamlined and talking to each other.
Once onboard, you can access all of your fund records from the current or previous year, simply by clicking on the relevant documents.
The dashboard will allow you to see a snapshot of your overall investment portfolio. You are in full control and able to see all of your investments in one easy display – you can review your investments to keep in line with your investment strategy, or change the strategy itself, all through our tools, online.
All of your documents (contract notes, dividend statements and distributions) will be held in secure storage so there is no need to worry about all of the paperwork that you need to file and retain for tax and compliance purposes.
Smart Money Company Super reconciles your fund assets regularly throughout the year so you always know if your strategy is on track.
You will stay ahead of the compliance requirements as Smart Money Company Super is always up-to-date with regulations and the laws which govern the superannuation industry.
Regular administration, accounting and lodging of BAS statements on time, tax returns and annual audits are all part of the SMC Super service.
Smart Money Company Super will look after your contribution limits, so no need to worry about paying extra tax. When you move into pension mode, you will know the amounts required to be drawn in the financial year, making it easier to manage your ongoing cash flow needs.
With Smart Money Company as your business partner, your SMSF will remain compliant and simple to manage, so you can get on with enjoying your life and building your financial future.
Smart Money Company Super can be managed with one convenient monthly payment.
Contact us today to be on your way to the simple and worry-free management of your Self–Managed Superannuation Fund.