Compliance to reliance using

SMSF

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.

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

Full Life Cycle View

2010Client 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

ARG

ADVISERLOGICIntegration

Summary

Embrace the opportunity FOFA gives

Take back control

Move SMSF clients from compliance to reliance

Getting started