smsf and the cloud
TRANSCRIPT
The Meaning Of Life
• The secret to eternal happiness
• How to achieve everlasting wealth
• How to work less, earn more and get better looking each day
SMSF’s: Taking Control
Important Reading - Lies, Damn Lies & Statistics
SMSF Member Growth
Establishments Wind-upsNet
establishmentsTotal number
of SMSFsTotal members
of SMSFs
Mar-12 9,877 619 9,258 467,868 890,102
Jun-12 11,668 5,112 6,556 474,424 901,223
Sep-12 11,536 1,450 10,086 484,510 924,030
Dec-12 9,899 604 9,295 493,805 940,595
Mar-13 8,586 724 7,862 501,667 954,581
Jun-13 9,493 4,875 4,618 506,285 962,263
Sep-13 9,251 769 8,482 514,767 982,095
Dec-13 7,860 300 7,560 522,327 995,591
Mar-14 6,590 216 6,374 528,701 1,006,975
Source: ATO
SMSF’s: Popular and On Trend
Things to consider:
• Does it suit your personality, skills, and desire for involvement
• Cost vs Benefit
• These are not necessarily monetary considerations
Source: BUSSQ
Source: BUSSQ
We’re passionate about Cost Efficiency
However…
• Control of Data
• Quality of product
are extremely important also.
Big Super: Access to Information
Member Online
• Keep track of your super, on your time.
• Member Online is a safe and easy way to keep track of your super account.
• Open 24/7 you can access your account whenever it is convenient for you.
• Member Online allows you to: Check your account balance, monitor transactions made on your account
SMSF’s: …enter, “The Cloud”
Cloud Features
• Security – we own the data
• Bank – transactions automatically downloaded
• Document Management – created and stored in an online portal
• Share Data – direct from provider to admin software
• Reporting – real-time access to customisable reports
• Access – customised access for members and their advisors
Thanks…
Feel free to stick around for drinks.
Our team will be available for any questions that you may have.