ANZ Self Managed Super

ANZ Self Managed Super can help take the hassle out of administering your self managed superannuation fund (SMSF) - giving you more time to focus on investing your super.

You can relax with ANZ Self Managed Super, knowing that you will be assisted with the following SMSF administration duties:

• establishing your SMSF including the set up of a SMSF trust deed, TFN, ABN and GST (if applicable)
• ongoing administration including paperwork, reconciliation and regular reporting on your SMSF
• progress and performance to assist in managing your compliance obligations
• end of financial year reporting requirements including liaising with auditors and lodgement of SMSF Annual Return with the ATO
• online access to your fund information to help you conveniently monitor your SMSF online.

Important information

Australia and New Zealand Banking Group Limited ABN 11 005 357 522 AFSL 234527 (ANZ), an authorised deposit taking institution (ADI) under the Banking Act 1959 (Cth), is the facilitator of the ANZ Self Managed Super Service. Super Concepts Pty. Ltd. ABN 67 007 437 907 (Super Concepts) is a subsidiary of ANZ but is not an ADI and is the administrator of the ANZ Self Managed Super Service. RI Advice Group Pty Ltd ABN 23 001 774 125 AFSL 238429 (RI Advice Group) is a subsidiary of ANZ but is not an ADI. Super Concepts is an authorised representative of RI Advice Group. Unless otherwise specified, investments or services through the ANZ Self Managed Super Service are neither deposits nor liabilities of ANZ or any ANZ Group member and ANZ or any ANZ Group member does not stand behind or guarantee the issuer of the investments or the capital or performance of any securities issued to, or assets held by, you. Your investment is subject to investment risk, including possible delays in repayment and loss of income and principal invested.

As trustee of a SMSF you are responsible for the compliance of the fund. You should be aware that there are severe consequences for failure to comply with the superannuation laws. For more information please visit the Australian Tax Office or seek independent advice.

ANZ strongly recommends that you (as trustee of a SMSF) seek independent professional advice in relation to your personal responsibilities and potential liabilities before making any investment decisions, including acquiring services through ANZ Self Managed Super, as a breach of superannuation laws can result in substantial penalties.

The information provided is general information only and is current as at March 2009. The content does not take into account your personal needs and financial circumstances and you should consider whether it is appropriate for you. Before making any decision to acquire services through ANZ Self Managed Super or acquire, hold or sell any financial product, ANZ strongly recommends that you seek financial planning and/or tax advice and read the relevant Product Disclosure Statement and/or Terms and Conditions.

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