1. Compliance to reliance using SMSF

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

3. FOFA Fantastic offer from adviser

4. Daily Telegraph End of an era as last mechanical typewriters are sold An era of clattering keys and inky ribbons is coming to an end, as the world's last mechanical typewriter manufacturer has revealed it has only 500 left in stock.

7. SMSF rollovers

8. “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

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

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

11. Creating reliance

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

15. 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

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

17. 2010 Client access

18. AR Job Tracker Manage queries online

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

23. What you do

25. Adviser Strategy Wealth Management Admin Pension Advice ARG

26. ADVISERLOGIC Integration

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

28. 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