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
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.
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.
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