Specialists in self-managed super fund administration and compliance in Australia.
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Feb 24, 2010
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OUR SERVICES

At the cornerstone of our service are three primary objectives:

  • To relive you of the burden of paper work and administration.
  • To ensure that all of the work we handle for you is CORRECT, right down to the last detail
  • To stick to our promise of ensuring our part of the work is done in a timely fashion so your tax return is lodged ON TIME.

Envoy Super provides a complete administration and Trust setup service for Self Managed Superannuation Funds. We excel in the fields of administration and compliance by bringing together expertise in superannuation, accounting, taxation and auditing.

Trust Set-Up
We arrange all the paperwork that is necessary to get your Fund up and running. Our Trust Deed, which is issued by a national legal firm, allows for pensions and funds in the accumulation phase.

Trust Set-Up includes

  • 2 copies of Trust Deed
  • Minutes of first Trustee meeting
  • Member application(s)
  • Registration with the A.T.O.
  • Trustee declaration and consent to act forms

On an annual basis we request information relating to all of your Fund’s transactions. We will:

  • Establish and maintain members records and accounting records
  • Prepare annual financial statements
  • Organise electronic lodgement of returns
  • Organise audit of fund accounts and any additional certificates as required
  • Maintain minutes of Trustee meetings
  • Be available for compliance queries
SERVICES FOR FINANCIAL PLANNERS & ACCOUNTANTS

As you know, many of your clients could benefit greatly from having a self-managed super fund.

The difficulty is you don’t have time to organise the paperwork and handle the ongoing administration. It is a drain on your time, and poor use of your resources.

That is where we can help.

The team at Envoy Super can act as a ’back office administrator’ to assist you in servicing your clients.

If you prefer, we can liaise via you without the need to contact your client. This protects your relationship, and ensures that you are fully informed of any changes your client makes to their funds.

Free Seminars

As a way to give your clients a ‘value added’ service, we are happy to present free information seminars about self-managed funds.

So long as at least 8 of your clients use our services, we will provide this service for you at no charge.

The seminars are around 45 minutes in duration, and contain good practical information about self-managed funds, compliance issues and the freedom/opportunity they offer. We also include a question time, so your clients can have any specific questions answered right there on the spot. Your clients will greatly appreciate the information and will appreciate the fact that your firm organised it for them!

Similarly we can provide informal sessions with your planners keeping them up-to-date with the latest legislation and issues relating to Self-Managed Super Funds. That way you can be sure your planners are fully informed and providing the best service to your clients.

To find out more about how we can help you to extend the service you already offer to your clients, please contact us.