The SMSF Club is a membership program designed to help people take control of their superannuation investment decisions. With a network throughout Australia, The SMSF Club, integrates a tailored education program with accounting, compliance, and investment support. We help clients throughout every stage of the SMSF process while also ensuring they are informed, responsible, compliant trustees of their SMSF.
The Top 5 Membership Privileges of The SMSF Club
The Top 5 Membership Privileges of The SMSF Club
1. Ongoing Education
It is popular and very Politically Correct to say that “knowledge is power”, however this is deceptively misleading and can lead all too easily to “knowledgeable” complacency. Only APPLIED knowledge is power. Understanding, on the other hand is the impetus that drives that application. It is simply not in your best interest (or ours) for any of us to simply tell you what to do. It takes the process of quality education and “getting it” in your mind to form the most solid and persistently successful outcome for you.
Once you become a member of The SMSF Club you will be provided with ongoing education material. Some of which will include:
- Superannuation Guides – The superannuation guides, will provide you with the initial education required to understand superannuation and the various investment alternatives available. There are numerous guides which will help you to understand what super is, personal risk insurance and estate planning.
- Webinars – The SMSF Club runs live webinars, which will provide you with ongoing education from industry experts. These webinars enable you to be a compliant and informed trustee to make your investment decisions.
- Technical Updates & ‘Super Matters’ Newsletter – The technical updates and our newsletter, will keep you informed of any important legislative changes.
- Online Mentoring Library – as a SMSF Club member you will have exclusive access to our mentoring library. The online library is where all of our superannuation guides, newsletters, mentoring webinars and other important information is stored.
2. Full Accounting and Administration
Our professional team of accountants, lawyers and investment managers will provide all of the required book keeping, online reporting and financial preparation for your SMSF requirements.
- Bookkeeping – The SMSF Club reconciles your SMSF on a daily basis. As we manage the bookkeeping and administration needs of your SMSF including preparing your financials, you can concentrate on the exciting side of having a SMSF, investing.
- Financial Preparation – At the end of each financial year your SMSF is required to prepare audit, and lodge financials with the ATO. The SMSF Club prepares and facilitates this for you. All you need to do is review the financials, sign the documents, and return them directly to The SMSF Club. We will take care of the rest.
- Auditing Service – The SMSF Club will arrange the audit of your SMSF from a panel of auditors who are all external and unrelated parties of The SMSF Club. By managing the financial compliance and accounting obligations for you, the usual stress associated with managing your SMSF have been significantly reduced, which frees up time so you can concentrate on the reason why your established an SMSF in the first place – investing.
3. Full Personal advice from a professional financial or general advice from a licensed SMSF expert.
The choice is yours. You as the client can choose the level of service that suits your needs. If you would like to receive full-personalised advice for all aspects of running your SMSF, we can help. Alternatively, if you would like to make all of the investment decisions for your SMSF, but have a professional hold your hand and ensure you are compliant, general advice would be more suitable.
4. Access to a team of experts
As a member of The SMSF Club you gain access to fully qualified experts who cover many specialised areas. When you join The SMSF Club, you will be appointed a SMSF adviser who will help you manage the day to day running of your fund. You will also gain access to individuals who specialise in legal and compliance, and professional investment managers. All of these consultants are there to support you in being a successful trustee.
5. Access to investment opportunities specifically designed for SMSFs
As a SMSF Club member, you will be introduced to investments specifically designed for SMSF’s, with our group buying power, you gain access to these investment opportunities.