Web
Office-Super
Fund®
On-line Internet based services are
changing the face of Self Managed Superannuation (SMSF) administration; 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 online?Ask about our
unique partner White Labelling, with the ability for you to offer dealer
group badging.
The
future is on-line SMSF administration..
SMSF Administrators
- Reduce
administration costs by 50-80%1
- The only Enterprise Solution, which can run all
368,000 registered SMSFs'!
- Paperless, on-line electronic
processing for over 90% of typical SMSF transactions, no more imports or
data-entry errors. Yes, we can even process electronic contract notes in
real-time via our integrated trading platform.
- Stable all inclusive fee, nothing more to
pay (Typically, competitors charge you fees for data feeds, web based
reporting, and portfolio management, or a percentage of funds under management etc..
etc..)
- No IT infrastructure required, no servers,
licensing, or technical support required. We perform all updates and
enhancements for you, all with Zero-downtime for updates and enhancements.
Yes, we have a service level agreement.
- Full integration with optional external
data entry services (India etc), no additional IT support required.
- Future proof, via Microsoft Dot Net
development platform, and infrastructure.
- Fully ATO registered service..
- Optional Onsite service (allows you to host
your own VillageMall Superfund service).
- Optional Own you own VillageMall Node,
offer your own private label service, you have total control.
- Optional ATO Electronic Lodgement Service (ELS)
client.
- Partner with VillageMall to offer
specialist back office SMSF admin services to Financial Advisors, brokers and
smaller accounting firms.
- Optional Fully Managed Deed Service, set
and forget for a single yearly fee.
- Australia's first and ONLY on-demand
Superfund service.
Financial Advisors
"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 your client.
- Provide full transparency to your clients,
with online, real-time portfolio valuations, member positions, realised and
unrealised capital gains and much more..
- Integrated investment strategy (from your
SOA), and
compliance tracking
- Integrated fund, share, profiles with
integrated 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.
- Protect existing client, partner
relationships
- Optionally use one of our certified SMSF specialist partners
to back
office your admin services to provide a one-stop fixed fee total solution.
- 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!
- Offer a total Superfund Solution,
contact VillageMall today..
More..
Brokers
"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 partners
to back
office your admin services to provide a one-stop fixed fee total solution.
- Complete on-line platform for trading,
advisors, and clients.
- No percentage based fees, just annual fixed
price fee.
- Offer Individual Managed Account services
for Superfunds and Individuals2
- Standardised VillageMall Deed allows
full range of SIS compliant investments.
- ONLY SMSF accounting platform to fully
support Exchange Traded Options
- Contact VillageMall today about how you can
offer a best practice solution at a truly unbeatable price using VillageMall's
unique Web Superfund platform.
More..
Auditors
- All information on-line, and integrated into
work flows, i.e. select security transactions and view the original
chess/broker forms...
- ATO registered to enable filed copies to be
used as legal originals.
- ONLY platform with:
- OECD SAF-T electronic
audit capability (you just need Excel to conduct an electronic audit, as
used by Tax administrations world wide).
- Electronic digital signatures on all
filed documents to guarantee integrity (simple on-click validate)
- Fully integrated, Complete set of financial
statements, and Tax Return
- Combine with Web Office®:
- Client relationship management (CRM)
- Task Management
- Client billing
- Work online with Trustee, and or Accountant,
while maintaining existing client, partner relationships
- Simply do more with existing resources.
Accountants
With the increased volume and associated
commoditisation of SMSF administration, fees have recently fallen to less than
$600/year.
Due to the amazing amounts of money
within the current DIY Superannuation market, traditional accounting firms can
potentially be displaced by the "big end" of town as they see leaching of
their "high value" fund members to DIY superannuation. Web Superfund aims to
level the playing field with a the ONLY on-demand SMSF service.
- Offer more than "just accounting",
or end of year tax returns...
- Web Superfund's, fully integrated online
documents, electronic banking and dividend feeds and OECD SAF-T audit file,
help reduce costs and support a fully online or electronic audit.
- provide your clients full service
on-line portfolio and investment management, with integrated price, and
dividend feeds; Fund compliance and end of year Tax Returns in a single
platform solution.
- Offer your advisors access to a platform
with real-time complete fund information.
- full integrated workflow support for
out-sourcing of data entry (India, Malaysia etc), no expensive IT-setup, VPN's,
Terminal servers
or
links required, save $thousands per month.
- use our enterprise services which does
not run out of puff after a few hundred funds.
(System is currently dimensioned to support all
of the 368,000 SMSF funds within
Australia!)
- work online with Advisors, and Auditors,
while maintaining existing client, partner relationships
- Includes Web Office® Practice
management~:
- Client, details and relationship
management (CRM)
- Fund setup (Projects)
- Task Management, including assignment and
tracking
- Client billing
- Integrated Web Super Fund client
provisioning
- ATO registered ELS client software, for
electronic tax return processing.
- work with your clients on-line, with
a monthly service, rather than the end of year rush.
Trustees
Finally Trustees, can have real-time, online
access, to their fund information.
- Full featured Portfolio management, with
integrated share and fund price feeds
- Online access to real-time member position
statements
- Provide all trustee with online access to any
aspect of the fund operation subject to integrated access controls
- Supports online access for up to four
Trustees/members.
- Take control over your future with Web
Superfund.
See trustee version of
Web Superfund.
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 SQL Server based
solution.
Partner with the only Australian
on-demand SMSF solution provider VillageMall; to offer a unique
full online service, via our
Web
Super Fund
platform.
See our special professional pricing to get you clients on-line
today.
Web
Super Fund
the Australian solution for every Professional..
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 |
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