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?
Brokers, you can for the first time offer a on-line, one stop Self Managed
solution to your 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
- Offer clients your own "white-label" SMSF
service, using your brokering service.
- Much.. much.. more than simply combining
trading with a bank account.!
- Use one of our certified SMSF specialist
solution providers to back
office your administration services to provide a one-stop total solution.
- Complete on-line platform for trading,
advisors, and clients.
- No percentage based fees, just annual fixed
- Offer Individual Managed Account services
to SMSF Superannuation funds and Individuals2
- Standardised VillageMall Deed allows
full range of SIS compliant investments.
- The only SMSF accounting platform to fully
support Exchange Traded Options
- 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 via
your advisors, and they can be process at their office, at or your clients premises,
- Contact VillageMall today about how you can
offer a best practice solution at a truly unbeatable price using VillageMall's
unique Web Superfund platform.
A fully integrated
Investment Portfolio System (IPS) delivers a scalable solution to your brokers ,
advisors and clients to manage and provide online portfolio reporting (much more than simple
services, and is included in our all inclusive fee). 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
Typically standalone portfolio system can cost $300/year/fund, IPS is
included in our base fee.
Individual Managed Accounts (IMA)
For brokers with appropriate AFSL, offer a managed investment service. Due to
our low platform fees, IMA's which traditionally were only available to SMSF's
with ~$5 to $10M of funds under investment, can now be offered for as little as
$500,000. IMA's unlike managed funds have full transparency, and no ownership
issues; something most investors have realised, the hard way, is very important
in the current climate. All members have on-line access to their IMA portfolio
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.
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*. This is not a simple service with your icon displayed ( like say all
others), but a fully integrated solution within your own internet domain.
It's time! to move to the industry standard, Enterprise
Partner with the only Australian
on-demand SMSF solution provider VillageMall; to offer a unique
full service, via our
See our special professional pricing to get you clients on-line
To learn more about the how we can
- Contact a VillageMall
- For non superannuation
client investments, consider our Web
- Contact us about our upcoming Web
Ledger-Professional Investor service
the Australian the only total solution for Professional Advisors..
Please contact VillageMall for details of partnering
|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
3. Only Registered tax
agents may use our ATO ELS Client
4. Brokers require an
IRESS broker account, contact VillageMall for full details
* This service requires a minimum of 1000 Web Superfund Licence.