I’ve been involved with the SMSF sector since its inception as a financial planner, administrator, technical expert, mentor and trustee. So long, in fact, that whenever I glance at the details of an SMSF I immediately identify a range of potential dangers and opportunities. It’s a habit. Some of these are based on facts and some on the vibe that comes with experience. They can’t be regarded as strategies – more as purposeful insights – because this information alone is not sufficient to make that call. This gave me the idea to create our SMSF Toolbox
By combining significant practical SMSF experience with purpose-built algorithms we now produce over 20 targeted SMSF opportunities for you. Each opportunity has been researched but requires your expertise to determine whether it is appropriate so we also present you with all the available data for you to undertake each analysis.
Opportunities and alerts we specifically identify with supporting data and white papers include;
Naturally, many of our insights will merely confirm what you had already planned but we are confident that we will also be providing answers to questions you have not yet asked. As such, we are not only providing you with the tools you need to provide a more proactive, efficient and profitable SMSF service, we are also providing you with a valuable compliance tool.
The toolbox contains a number of other useful features including strategy white papers and calculators. A popular inclusion is our Investment Strategy creator. Armed with your SOA, it will take you under 5 minutes to produce a suite of investment strategy documents, in editable Microsoft Word format, catering for lumpy assets, life insurance, borrowing pensions, reserves, derivatives, bitcoin and collectables.
Like other wholesale SMSF Administrators, we provide a full range of SMSF services. We believe they are of superior quality and value, but alternative providers will claim the same. We are unique, however, in providing you with this tool.
Why not watch our short video for more details? When you’re ready to discuss fees, including our transfer special offer, and other important issues just contact me, David Busoli at firstname.lastname@example.org, or phone 0499 778 584. If you’d like to book a preliminary phone call to see if our businesses are a good fit or a Zoom meeting to investsigate our SMSF Toolbox in more detail you can access my calendar here.