My
Super
by Accord
Take Control of Your Super
With ‘My Super’, you are the captain. From tax and administrative services to strategic superannuation advice, we’ll be the wind in your sails.
My Super
Pilot your destiny
Your superannuation is your hard-earned money. At Accord, we firmly believe that where suitable to your situation you should be the one to determine where you invest the money preserved for your golden years.
‘My Super’ is our ode to that principle. Whichever strategy you choose, we are here to help you self-manage your super to give you the retirement you’ve always dreamed of.
Service Inclusions
Self-Managed Superannuation Fund Establishment
Comprehensive set up of your new SMSF ensuring full compliance with the SIS Act 1993 and other regulations.
Preparation
of Financial Statements
Preparation of SMSF annual financial statements, investment reports, member benefits statements, annual minutes and trustee resolutions, and efficient liaison with your external auditor.
Investment Strategy Assistance
Assistance with the development of an appropriate Investment Strategy to meet regulatory requirements and you’re existing and proposed Fund investments.
Live Reporting
Live access to member benefit balances, investment values, year-to-date pension withdrawals and year-to-date contributions.
Limited Recourse Borrowing Arrangements
Establishment of bare trusts and provision of specialist lending solutions to finance investment purchases in collaboration with our Finance Broker.
Superannuation Pension Documentation
Preparation of required documentation to transfer from Accumulation Phase to Pension Phase and attendance when required to Transfer Balance Cap reporting.
Income Tax
& GST Compliance
Preparation of income tax returns and business activity statements to meet ongoing SMSF compliance obligations.
Death Benefit Nominations
Expert guidance on the distribution of superannuation death benefits to beneficiaries, including assisting with instructions to our Solicitors for the preparation of SMSF Wills having regard to your overall personal Estate Planning requirements.
Service Benefits
Risk Management
Identification and mitigation of potential compliance risks associated with your SMSF, safeguarding your Fund’s performance and ongevity.
Greater Opportunities
Invest in residential and/or commercial direct property, including your business premises; gold and other commodities; collectables such as artwork; and unlisted investments accessible only with an SMSF.
Live
Insights
Transparent investment returns.
Operational Efficiency
Avoid hidden fees and pay lower costs compared to industry or retail super funds.
Better Estate Planning
Greater control over your wealth creation, estate planning and family legacy.