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CFS Advisers - SuperTrack
Administration Service
With SuperTrack you're better equipped to make vital decisions in relation to your SMSF. SuperTrack makes day to day administration, record keeping and updating of your fund easier - as well as giving you assistance with any technical questions you may have.
The easiest way to manage a Self Managed Superannuation Fund
SuperTrack allows you to create the lifestyle you want - spend less time on paperwork and more time on your investment strategy.
A service that works in many ways
With just the click of a mouse, you can stay in touch with all this information and more - anytime, any day.
- Portfolio valuation reports to track the daily movement in shares and managed funds.
- Actual asset allocation compared to investment strategy parameters
- Reports for both realised and unrealised capital gains and losses
- Income and Expense reports
- Contribution information
- Benefit component details
- Pension payment details
Additional benefits you get with SuperTrack include:
- Our complete fund establishment service - SuperStart
- Our year end tax compliance and accounting service - SuperAccounts
- Assistance with technical questions
- Updates on legislative and compliance matters
- Access to Income Stream (Pension) documentation
- Instalment Activity Statements
- Business Activity Statements
We look after the paperwork, you look after your money.
View our online SuperTrack demonstration here
Download SuperTrack Brochure
Getting started
Download and complete the SuperTrack Set Up Form and forward to: SuperTrack PAS, Locked Bag 2008, Forest Hill VIC 3131
Transferring is easy!
If you already have a self managed fund and wish to transfer to Super Concepts SuperTrack service, download and complete the SuperTrack Transfer Form and forward all requested documentation to: SuperTrack PAS, Locked Bag 2008, Forest Hill VIC 3131
To find out more
Contact Us by email or call 1800 625 644 if you would like more information on SuperTrack or our complete suite of Super Concepts services.
Contact us today. It's the surest way to put your mind at ease.
A must read for anyone wanting a plain English guide to self managed superannuation.
