Our Services

Partnering with support specialists Intuitive Super

To satisfy ASIC’s requirements of compliance and competence, Intuitive Super provides the full range of tailored SMSF advice, and administrative services to accountants in public practice by:

  • Partnering with you so that you continue to enhance and protect your existing SMSF fee base
  • Ensuring that you remain in control of your client relationships and ‘in the loop’ at all times
  • Uniquely offering a non-compete policy as an advice partner, therefore making you the hero in the eyes of your clients
  • Providing your clients with access to no nonsense, practical SMSF strategies to enhance their wealth creation 
  • Facilitating your SMSF Trustee clients’ access to full financial product advice from Intuitive Super (if and when required and without FUM pressure), in order to retain and enhance your client relationships

Fund Initial Setup/Windup

Setting up or winding up a SMSF can be complicated and time consuming. It is important to ensure that the superfund is set up or wound up in a manner which achieves the desired result for your clients. Intuitive Super has the experience to simplify these processes for you and your clients.

  • New Fund Set-Up (Trust Deed, etc.)
  • Corporate Trustee Establishment
  • Trust Deed Amendment (if required)
  • ABN & TFN Application
  • Removal & Appointment of Trustees
  • Fund windup

Fund Member Transactions/Update

Situations change; sometimes amendments to an SMSF are required. From commencing a pension or withdrawing a lump sum, to rollovers and death nominations, Intuitive Super can quickly and easily make the adjustments required to make your client’s superfund meet their lifestyle.

  • Binding and non-Binding death nominations
  • Member pension commencement documents
  • Member lump sum payment documents
  • Member rollover to complying superannuation fund
  • Pension commutation

Other Ongoing Services 

An SMSF is not set and forget. We don’t just set-up and wind-up SMSFs, we maintain them for the life of the fund. From ongoing requirements such as BAS and year end compliance, to the unexpected such as death benefit processing, Intuitive Super provides ongoing services to ensure your client’s SMSF is running at its best all year round.

  • Quarterly Business Activity Statement
  • Actuarial Certificate- Pensions
  • Assisting with matters of non-compliance- ATO Audit
  • Marriage breakdown & benefit splitting
  • Death benefit processing
  • Year-end compliance and tax
  • TRIS set-up
  • Account Based Pension set-up

Strategic Advice 

Timely, personalised advice is the key to an SMSF achieving trustees’ retirement goals. From strategic and investment advice, to making pension and structure decisions, we recognise the important role good advice plays in the performance of a superfund. Intuitive Super is fully licenced to provide strategic and financial advice without the need to engage an external financial planner. Just the advice you need from the people who know your client’s superfund best.

Intuitive Super can provide advice including, but not limited to, the following:

  • Establishing an SMSF*
  • Trustee structure*
  • Contributions advice*
  • Pensions advice*
  • Winding up of fund*
  • SMSF vs Retail fund*
  • Investment Strategy Advice*

Want to know more about how we deliver these services to you and your clients? Watch our 90 second video.

Last Updated:22-05-2018 16:12