Compliance to reliance using SMSF

FOFA Frantic outrage from adviser s Finish off financia l adviser s Fantasti c offer from adviser

FOFA Fantastic offer from adviser

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SMSF rollovers

“If the pace of change inside your organisation does not keep up with the pace of change outside, then you are heading for trouble” - Jack Welch

Changes – Increasing ETF use – Decline in platforms – Increased use of SMA’s – Fee pressure – Greater than 700,000 people want “control”

Benefits – Revenue source that creates reliance – $1,000+ margin per fund < 2 hours work – Makes adviser the central point

Creating reliance

Who We Are Specialist SMSF Administrators Wholesale provider  Do not deal with the public Established 2004

Everything SMSF Pension commencement Corporate trustee setup and maintenance Deed upgrades Contribution caps Pension minimums Arrange audit and actuarial certificate Bare trusts Prior year catch up

Data feeds drive down cost Administration / Accounting Compliance/ Audit Reporting/Tax Lodgment Full Life Cycle View

2010 Client access

AR Job Tracker Manage queries online

Features – On-line – Mail box – Secure – CPA’s – Great value $1,260 plus GST per fund Your margin can be collected by ARG

What you do

Adviser Strategy Wealth Management Admin Pension Advice ARG

ADVISERLOGIC Integration

Summary Embrace the opportunity FOFA gives Take back control Move SMSF clients from compliance to reliance

Getting started Step 1 Identify initial funds ARG service agreement Step 2 All documentation available from CLS Step 3 Implement with a few funds Roll out more widely