How ANZ Self Managed Super supports your SMSF

How ANZ Self Managed Super supports your SMSF

Every SMSF is different so there is an ANZ Self Managed Super solution to suit your needs:

ANZ Self Managed Super is a highly efficient, lower cost portfolio reporting and SMSF compliance service service offering all of the investment flexibility available through ASX CHESS sponsored settled securities.

Key features

Fund establishment (including transfer)    
All legal requirements addressed
Fund operating account
ANZ V2 Plus account
Investments
Restricted to selected cash, investment wrap accounts and ASX CHESS sponsored settled securities
Administration services

Daily processing of:

  • unreconciled items
  • bank and investment transactions
  • member transactions
  • fund mail.
End of financial year reporting services

Preparation of:

  • Member Benefit Statements
  • Trustee Annual Report to members
  • Financial Statements
  • SMSF Annual Return.

Independent audit by an SMSF expert

Audit certificate provided to the Trustee

ATO lodgement

Online services

Online access to fund reporting including:

  • portfolio valuation
  • asset allocation
  • realised capital gains
  • income and expenses.
Technical support
Access to free email and phone technical support from SPAA accredited SMSF specialists


More information

 

ANZ Self Managed Super Plus is a complete SMSF portfolio reporting and compliance service with no restrictions on investments permitted through SMSFs.

Key features

Fund establishment (including transfer)    
All legal requirements addressed
Fund operating account
ANZ V2 Plus account
Investments
Any investment permitted under legislation
Administration services

Regular processing of:

  • unreconciled items
  • bank and investment transactions
  • member transactions
  • fund mail.
Quarterly services
Preparation and lodgement of Business Activity Statements (BAS) and Instalment Activity Statements (AIS)
End of financial year reporting services

Preparation of:

  • Member Benefit Statements
  • Trustee Annual Report to members
  • Financial Statements
  • SMSF Annual Return.

Independent audit by an SMSF expert

Audit certificate provided to the Trustee

ATO lodgement

Online services

Online access to fund reporting including:

  • portfolio valuation
  • asset allocation
  • realised capital gains
  • income and expenses.
Technical support
Access to free email and phone technical support from SPAA accredited SMSF specialists


More information

 

The information provided is general information only and is current as at August 2011. 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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