The ‘Total Peace of Mind’ package will enable your SMSF to engage with all product or service providers in the market place and undertake any complex or sophisticated strategies allowable under SIS legislation.
Typically it is expected that the ‘Total Peace of Mind’ package would be selected by trustees holding medium to high account balances. You are not locked into this service package and should you not require the unlimited flexibility that this package allows it is possible to change services packages any time in the future to the ‘More Flexibility’ or ‘Take Control’ Package’.
The ‘Total Peace of Mind’ package is ideal for those who:
When selecting the Total Peace of Mind Package you may choose to select an alternate trading bank account to our preferred bank accounts for your SMSF. We recommend discussing with Supervision to ascertain whether your nominated bank provides a data feed allowing Supervision to report daily on your bank account.
When selecting the Total Peace of Mind Package you may choose any institution for your stock broking needs. We recommend discussing with Supervision SMSF to ascertain whether your nominated stockbroker provides a data feed allowing Supervision SMSF to report daily on your share trades. Data Feeds will save you additional time.
When you become a client of SUPERVISION SMSF, we will establish a complimentary CMC Markets Online Broking Account for your SMSF. The cost to trade shares is offered at $26.00 or 0.15% whichever is greater.
There are no restrictions on which ASX listed shares, property trusts, exchange traded funds or warrants that can be selected. Using CMC will reduce the amount of documentation that is required to be sent or forwarded for audit purposes each year.
Limited Recourse Borrowing is allowable under the Total Peace of Mind Package.
Under this package you also have the flexibility to choose any broker or lender of your choice. SUPERVISION SMSF offers a highly competitive and professional solution to meet your limited recourse borrowing needs. There is a menu of approved lenders and brokers with whom Supervision has approved for your SMSF’s lending requirements if you wish to utilise those services.
When selecting the Total Peace of Mind Package you may choose any institution for your life and TPD insurance needs. It is likely Supervision will need to receive policy details and statements from you or this provider directly in relation to insurance transactions.
You still have access to use the SMSF group Life Insurance Solution provided by AGI and AIA. Convenient online access is provided to quote and apply. Depending on your level of cover minimal medical questions and tests are required.
By selecting the Total Peace of Mind package you open up the universe of options available to your fund. Investments available to your fund may include:
Our fees can be offered at our advertised price for two reasons.
There is no catch, Supervision employs a highly qualified team that does not take short cuts. Our processes have been developed for scale and accuracy with all aspects of the business managed to produce low prices for you. Any investment returns that you undertake from our suppliers will not be impacted or reduced by our commercial arrangements. All rates quoted are what you receive.