XPRESS SMSFs – an investment · So when you ask, ‘Why should I set up an SMSF?’ we say, ‘Because ultimately, nobody is as interested in your retirement savings as you!”

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XPRESS SUPERYour Simpler SMSF Solution!SMSFs – an investment

in your future

Your simpler SMSF Solution!

For many Australians, superannuation forms their second largest asset after the family home. However, so many people have no idea what their superannuation balance is even worth, let alone how their super fund is performing.

Who we are

Xpress Super is an affordable and easy SMSF solution provided by our parent company, SuperGuardian, a national SMSF specialist and chartered accounting firm with over 15 years’ experience as SMSF administrators.

With offices in Adelaide, Melbourne and Sydney you can be confident that you have SMSF experts assisting you on your financial journey.

What we do

We make managing your SMSF simple. We have partnered with some of Australia’s leading institutions to provide clients with cutting edge technology to allow seamless data automation and a high level of efficiency.

By applying this state-of-the-art innovation, these gains are passed on to our clients by way of a very competitive annual fee.

So when you ask, ‘Why should I set up an SMSF?’ we say, ‘Because ultimately, nobody is as interested in your retirement savings as you!”

You have ControlAs an SMSF Trustee you choose the investments and when you buy/sell allowing you to react quicker to changes in the market.

Choice of InvestmentsSMSFs provide more investment options than any other super fund. You have the ability to invest in cash, listed securities, term deposits, property, and precious metal just to name a few.

Tax AdvantagesIn accumulation phase, tax on investment income is capped at 15 per cent; in pension phase there is no tax payable, not even capital gains tax.

Low CostXpress Super offers cheap establishment and ongoing costs and these fees can be shared across up to four members.

TAKE CONTROL OF YOUR SUPERANNUATION

Xpress Super – your simple SMSF Solution!

Specialist ServiceWe will handle the accounting, tax, compliance and annual audit for your SMSF so you can focus on investing and growing your nest egg.

Expert GuidanceWith amazing customer service, SMSFs are all we do so you can be confident you are dealing with experts.

Broad Investment OpportunitiesYou can invest in a number of assets from cash, listed securities, term deposits, precious metal, managed funds, peer-to-peer lending and property in Australia.

Easy Online SMSF SetupWe provide easy, online SMSF establishment with competitive fees.

24/7 Online AccessUsing Australia’s most innovative software, we provide paperless SMSF administration and compliance, allowing you 24/7 online access to a range of investment reprots.

XPRESS SUPER

The one stop shop for SMSF administration

Welcome

Within 24 hours you will be provided with a welcome pack which will include the super fund trust deed, investment strategy and all compliance and account opening forms. You simply sign and return to us.

We also apply to the Australian Taxation Office (ATO) for an Australian Business Number (ABN) and Tax File Number (TFN) for your super fund.

Ongoing Fees

We are so confident that you will enjoy the Xpress Super service that we will waive our fee for the 2017/18 Financial Year while you’re establishing and investing your initial proceeds or rollovers.

Thereafter, you pay just $990* to receive accounting, tax, compliance and your annual audit. This annual fee is payable from the super fund bank account. *Additional fees apply for investments we are unable to receive a data feed for.


To thank you, the service men and women of Australia, we are offering discounted establishment fees.

Establishing your SMSF is as easy as completing our online engagement form. www.xpresssuper.com.au/get-started/

Once submitted, we will handle the rest!

SP

EC

IAL

OFF

ER

FREE

$695

SMSF Establishment (Saving of $99)

Corporate Trustee Establishment (Saving of $200)

What happens next

For further information, please visit www.xpresssuper.com.au/service-personnel/

www.xpresssuper.com.au

Daily online reportingOur daily online SMSF software assists you in all aspects of managing your SMSF. Information regarding your contributions, pensions and investments are available to you at the click of a mouse.

At a glance, our reporting dashboard answers the three vital questions frequently asked by SMSF Trustees.

1. What is my portfolio worth?

2. How much do I need to withdraw from my pension?

3. How much can I contribute this financial year?

1. Monitor contributions by member

2. Monitor contributions by type – concessional vs non-concessional

Monitor the value of your investments, as listed asset values are updated daily

Keep on top of fund contributions

www.xpresssuper.com.au/service-personnel/

www.xpresssuper.com.au


Adelaide 65 Gilbert Street Adelaide SA 5000

Melbourne Level 13, 200 Queen Street Melbourne VIC 3000

Sydney Level 34 50 Bridge Street Sydney NSW 2000

Postal GPO Box 11031 Adelaide SA 5001

Telephone 1300 216 890

Facsimile 08 8221 6552

Email [email protected]

XPRESS SUPERYour Simpler SMSF Solution!

Any information that is financial product advice is provided by Xpress Super Pty Ltd (AFSL No. 430962) (‘Xpress’). The advice provided is general in nature and is not personal financial product advice. The advice provided has been prepared without taking into account your objectives, financial situation or needs and because of this you should, before acting on it, consider the appropriateness of it having regard to your objectives, financial situation and needs. You should carefully read and consider any product disclosure statement that is relevant to any financial product that has been discussed before making any decision about whether to acquire the financial product. Please refer to Xpress Super’s FSG http://www.xpresssuper.com.au/download/fact_sheets/Financial-Services-Guide.pdf for contact information and information about remuneration and associations with product issuers.

I stumbled across this service after deciding last year that I needed to bring my SMSF’s administrative costs down and was impressed by the idea that I could access a portal that told me all I needed to know at-a-glance whenever I wanted. I could not be happier. Prompt and courteous attention has been given to the several enquiries I have made, and the efficiency of the service is impeccable. I cannot recommend highly enough!

Jonathan, NSW

A simple and hassle-free way to administer your SMSF. I moved to Xpress Super a number of years ago and have been very impressed with the level of service apart from the substantial cost savings. The software is easy to use and there have been no technical issues that I am aware of. The end of year tax returns and audits have always been completed quickly and on time. Overall, I am very happy using Xpress Super.

Tony, VIC

We crossed over to Xpress Super one year ago from a big financial super fund and couldn’t be happier. The cost to have Xpress Super administer our SMSF is great value as is the help and assistance from Emma and Olivia and all the team there. Great company and great product!

Shane, SA

We are amazed at the simplicity of the Xpress Super system. Previously, we would spend many hours compiling information, then having to wait months for the results while paying more than double for the privilege. Now, with the click of the mouse, up-to-date information is available whenever we need it. Our manager, Emma, provides us with same day service in answering our queries. So, what are you are you waiting for? Make the change today, you will be so glad you did!

Chris and Gretta, QLD

I recently handed over my super administration to Xpress Super. I have just reviewed, in great detail, the 2015 documents produced and have been very impressed with the professionalism of the accounts, tax return and minutes produced and the electronic document signing system. I feel I have a more up-to-date professional product than what was produced by my previous accountant and I am saving a significant amount of money in administration fees.

Bronwyn, NSW

I work in the Financial Services industry and have seen a lot of super fund alternatives. I have been more than happy with Xpress Super. The setup wasn’t difficult, Emma and the staff are very helpful, the technology and reporting is excellent and you get a cost-effective solution with good portfolio options. No thoughts of moving since.

Greg, WA

A true testament to our service is our client feedback

At Xpress Super, we believe that a low cost offering doesn’t mean you need to compromise on service. We pride ourselves on our quality customer service. Our team are passionate, friendly and highly qualified. To read more testimonials from clients of Xpress Super, please visit our website or find us on ProductReview.com.au

Xpress Super – a premium service without the premium price tag!

Documents

XPRESS SMSFs – an investment · So when you ask, ‘Why should I set up an SMSF?’ we say, ‘Because ultimately, nobody is as interested in your retirement savings as you!”