How the Service works

Our Service helps your client establish a self managed super fund (SMSF) and provides administrative support and asset custodial services to manage the day-to-day operations of the fund. As SMSF trustee, your client remains responsible for the fund’s administration, management and compliance. If your client has an existing SMSF, we can become administrator of their fund and custodian of its assets. Read the product summary flyer.

Benefits

Outsource the administration and custody
While your client retains overall control of their SMSF, we keep the assets in safekeeping, arrange any asset purchases and sales and take care of the day-to-day administration of the fund. This includes member benefits, tax and regulatory requirements. This means that you can focus on your primary objective - providing financial planning and investment advice. 

Investment flexibility and control
Our Service gives your client full control over their SMSF’s investment strategy and the flexibility to hold a wide range of assets.

Trade shares online
Your client can access online share trading for their DIY fund through our Service. This provides the flexibility to easily and conveniently make share transactions. Access our share trading terms and conditions.

Peace of mind
We can help minimise some of the risks associated with your client’s SMSF by assisting with compliance. This includes preparing regulatory reporting, arranging audits, payment of benefits and record keeping.

Need help?

Phone 1800 645 227 to find out how our DIY super services could help your clients. Alternatively, contact your Perpetual Business Development Manager.