Self Managed Super Funds

With over 1.1 million Australians invested in self managed super funds (SMSFs), with over A$740 billion invested, it’s time to see why so many are going self-managed. Most Australians will be drastically underfunded in their retirement so many are now looking at the highly attractive options SMSFs can provide. At Apex, we are experts in all aspects of setting up, running, and investing for SMSFs. We offer some of the most attractive investment options available, with access to very high-end, specialised advice.

Self Directed Super Funds

All The Benefits Of An SMSF Without The Hassle

SMSFs are generally universally loved, except for the high amount of administration required. At Apex, we take care of all the administration and compliance for you, so you can rest easy.

It’s a self directed super fund because you still have full authority over how your money is invested. Apex offers this attractive service for a low fixed-fee, which also includes ongoing financial advice.

Having ongoing advice included means you are never going it alone. We can help you assess investment options, or recommend options, based on your needs.

The Stats Speak For Them Selves

In 2019 the Australian Government compared the average combined super balances of couple’s from retail funds/SMSF’s.

Avg. Combined Retail Balance

A$300K

Avg. Combined SMSF Balance

A$1.27M

Apex Are The Self Directed Super Fund Experts

Admin, Compliance & Advice

Apex offers a completely encompassing service that takes you right through the optimal setup. This includes a thorough assessment of your circumstances and goals, indepth assessment of your insurances. When you move into an SMSF, the adviser then has access to substantially more insurance providers. Apex takes care of all administration and compliance, with a low fixed fee including ongoing financial advice.

Best SMSF Investments

We work hard to help our clients find the most attractive investment options to achieve their goals. This means tapping into our extensive financial network to access highly attractive investment options. For people wanting more certainty, we have guaranteed fixed high return investment options, offering 10%-12% p.a.

SMSF Property Investments

Apex makes purchasing property through an SMSF a breeze. Our property technical specialists, know the most effective strategies. This includes the best ways to structure your fund, the level of investment, the best lenders, and how to structure the loan. If you are a business owner, you can purchase commercial property and lease it back to your own business. We offer a free 15-minute consultation with our senior technical specialist.

SMSF Setup Process

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Fact find completed

The first step requires our financial advisor to conduct a fact find questionnaire. This is to identify and understand your current superfund and goals.

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Documents are signed & returned

After completing the fact find questionnaire, clients are sent a copy to be signed and approved, along with several other initial documents.

Statement Of Advice & the establishment of your SMSF

Your financial advisor will now start to prepare your statement of advice (SOA). This legal document will provide an overview of the advice provided, and the advice will be presented for you to then sign off. In the background, Apex will begin the establishment of your fund.

Confirmation of your SMSF

Once the Australian Tax Office (ATO) establishes your SMSF and sends your documents to Apex. The ATO will create an Australian business number (ABN) and tax file number for your SMSF.

SMSF bank account is opened

Apex completes the opening of your cash management account, for your SMSF through, Macquarie Bank.

Your super is rolled over to your SMSF

Money from your current superannuation account is deposited into your Macquarie cash management account. Advice fees are deducted at this point.

Start Investing

Money can now be moved into your preferred investment options.

Ongoing compliance & support

Now that everything is up and running, we manage the ongoing compliance & support.

~ Portfolio reporting ~ Annual financial statements ~ Corporate trustee secretarial services ~ Prepare funds tax return ~ Annual audit ~ Mail house services

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