SMSF

 

Putting you in control of your retirement

Our Super Services

iInvest have partnered with C2 Financial Group to provide self-directed clients with a complete solution to the SMSF market. Whether you have an existing SMSF or are looking to establish a SMSF, we can assist in making the process simple and streamlined.

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Setting up or transferring the administration of your SMSF

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Consolidated reporting and electronic document storage
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Helping you meet trustee obligations and assisting you with your SMSF compliance and reporting obligations
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Monitoring and alerts for contributions and pensions
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Tax, accounting and audit services

Online Access and Control

An online Member Dashboard gives you access to your SMSF’s up to date information, including fund and member records, investment valuation, and documents and reports. At the click of a button, you’ll be able to capitalise on any investment opportunities and manage your compliance tasks with ease, reducing time and paperwork. If you prefer, you can also contact us by phone or email.

For a demonstration, go to https://client.class.com.au/
Username: info@c2fg.com.au
Password: C2super1

Quick & Easy Establishment

After completing the C2 Super application form, we will assist you and C2 to:

  • Arrange execution of trust deed, appoint trustees/establish company to act as a corporate trustee, admit members, adopt investment strategy.
  • Arrange registration of fund with Australian Taxation Office (ATO) and apply for Australian Business Number(s) (ABN) and Tax File
  • Number(s) (TFN).
  • Open an SMSF bank account and other investment accounts (if applicable).
  • Assist with rollover of superannuation benefits to the fund and accept contributions.
  • Organise Life & TPD and income protection insurance where applicable for the SMSF.

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