Services

SuperAssist can help with the important regulatory changes and document these changes when necessary, to ensure your fund meets legislative and audit requirements.

We'll help your fund stay flexible and up to date with change. 

SuperAssist helps you with the changes in your fund that you may want or need to make, including:

• Instalment Warrants
• Trust Deed Upgrades
• Income Streams
• Restructures
• and more

Instalment Warrants

Borrow to invest through your self managed super fund.

Borrowing or gearing an investment in a superannuation fund can be achieved via a structure known as an Instalment Warrant. Instalment Warrants enable the fund to purchase a range of investments including property, shares and other allowable assets. Wealth accumulation can be achieved faster with greater tax benefits, however it's critical you obtain accounting and financial planning advice tailored to your funds requirements.

FAQs: Borrowing and Your SMSF - Your Questions Answered

Click here to download the Instalment Warrant brochure

Click here for Step by Step Guidelines: Borrowing via your SMSF

Click here to Establish an Instalment Warrant

Click here to Establish a Company Trustee for your Instalment Warrant (if required)

Trust Deed Upgrades

Keep your SMSF Trust Deed up to date

It is vitally important for your SMSF trust deed to maintain compliance with the Superannuation Industry Supervision Act 1993 (Cth) and Regulations. For example, recent rule changes have effected tax planning, income stream strategies and even estate planning issues. Upgrades to your trust deed may help you avoid costly errors.

FAQs: The Super Concepts Trust Deed - Does it measure up?

Click here to Upgrade your Deed

Income Streams

Commence an Income Stream (Pension) from your fund.

Request documentation to evidence income stream terms and conditions, relevant calculations and regulatory reporting requirements in commencing an Account Based Pension, Market Linked Income Stream or Transition to Retirement Pension. Moving your superannuation fund to pension mode need not be a daunting experience, utilise Super Concepts expertise to commence an ABP, MLIS or TTRP.

Click here to Commence an Income Stream (Pension)

Restructure

Changes to Trustees, Founder and new and/or terminated Members.

Ensure any changes to the structure of a Fund are documented correctly to meet legislative and audit requirements. Changes include Trustee resignation/removal, Founder resignation, Admitting New Members and Trustees, New Founder, Change of fund name and more.

Click here to Restructure your Fund

Cost

Click here for Fee Schedule

Documentation Request Forms

Download and complete the applicable form and forward to:                        Super Concepts Pty Ltd, PO Box 182, Forest Hill VIC 3131

To find out more

Contact Us by email or call 1800 625 644 if you would like more information on SuperAssist or our complete suite of Super Concepts services