Web
Office-Super
Fund®
On-line Internet based services are changing
the face of Self Managed Superannuation; just like it has fundamentally
changed the Airline
booking, Accommodation, and Banking industry. Who does not have an on-line
banking account these days? When was the last time you did not book
accommodation, or flights online?
Financial Advisors, can for the first time offer a
on-line, one stop solution
to their Self Managed Superannuation (SMSF) clients.
"With super, the stats are amazing. Of the
$320 billion there are $78 billion in SMSF super funds right now sitting in cash
looking for homes," said van der Westhuyzen1
- Have 360 degree view of all your client
investments.
- Provide full transparency to your clients,
with online, portfolio valuations, member positions, realised and
unrealised capital gains and much more..
- Integrated investment strategy (from your
SOA), and
compliance tracking/reporting
- Integrated fund, share, profiles with
dividends, and price feeds.
- Support for all SIS investment types,
property, managed funds, direct shares, ETO's, and fixed interest.
- Replace the myriad of expensive tools
and platforms with a single integrated solution (no more imports and exports).
- Protect existing client, partner
relationships
- Use Villagemall's unique one stop on-line
SMSF creation process, which includes real-time download of filled out
signature pack.. You will receive a fully setup SMSF fund, including trust
deed and a fully operational Web Superfund. This service is ONLY available to
AFSL holders, and can be processed at your office, at your clients premises,
anywhere!
- Optionally use one of our certified SMSF specialist
service providers
to back
office your admin services to provide a one-stop fixed fee total solution.
- If your AFSL does not cover direct share,
or ETO investments, then use one of our certified service providers to provide
full service brokerage service to your clients. All certified service
providers provide fully integrated brokerage services out of the box.
- Offer the total Self Managed Superfund Solution,
contact VillageMall today..
Investment Portfolio
System
Investment Portfolio System (IPS) delivers a scalable solution for advisory
firms to manage and provide online portfolio reporting. Your clients have 24x7
internet access to their portfolio. Inbuilt access controls allow you to
customise what the clients can access, providing you will total control.
Investment Portfolio System is fully integrated with our ATO registered tax
return system, and AS25 compliance reporting system and includes the ability to
Electronically submit the annual tax return to the ATO3. Investment Portfolio System caters for tax,
valuation and performance reporting of all investment types (equities, managed
funds, real property, fixed interest, Exchange Traded Options etc.). Includes
real-time online access to your clients CMT account, allowing you to provide a
total Investment position. Uniquely you can offer online reporting of not only
the total investments, but also the current member positions!
Includes full compliance tracking of
investment strategy against total portfolio position, based upon latest
available close of day price feeds. A single page report identifies any non
compliance issues enabling timely correcting actions to ensure that the fund
remains compliant.
Auditing
Web Superfund is the ONLY Australian SMSF Superannuation system to
incorporate the International standard OECD standard audit file, and hence
supports the requirements of an OECD tax audit, as well as allowing a full
vendor independent archive of the fund data at any time.
Compliance
Unlike all existing investment or
portfolio systems, Web Superfund includes a fully ATO registered tax return
preparation system. The ATO registration process requires that Web Superfund
must execute and pass a series of compliance test cases, providing you with
peace of mind. Additionally like a number of the portfolio and SMSF
administration services ( which a simple reporting systems), Web Superfund is a
based upon our proven, full featured, double entry Web Ledger accounting engine.
White Label Service
Provide your clients a "white label"
Web Superfund service, via our Dedicated Host, On-site or Villagemall Node
Service*.
It's time! to move to the industry standard, Enterprise
on demand
solution.
Partner with the only Australian
on-demand SMSF solution provider VillageMall; to offer a unique
full service, via our
Web
Super Fund
platform.
See our special professional pricing to get you clients on-line
today.
To learn more about the how we can
assist you:
Web
Super Fund
the Australian the only total solution for Professional Advisors..
Please contact VillageMall for details of partnering
opportunities.
Notes: 1.Macquarie Investment Lending
division director Peter van der Westhuyzen on 2nd May 2008.
2. See our Web Ledger-
Personal Investor service for details
* This service requires a minimum of 1000 Web Superfund Licence. |
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