Australia”s fastest growing online broker, Bell Direct, has partnered with SuperGuardian, a specialist self-managed super fund (SMSF) administrator, to manage its integrated SMSF solution.
SuperGuardian will offer Bell Direct’s SMSF funds the ease of administration and reporting, with up-to-date compliance reports and portfolio performance information, all available online on a daily basis.
Arnie Selvarajah, Chief Executive Officer, Bell Direct, says: “Over the past few years we have seen an increased interest in SMSFs by our clients as they move to take complete control of their super savings and design their own portfolios.
“We are keen to attract more of the SMSF market and in response to this demand we partnered with leading firms across the financial services industry to launch a complete SMSF service — with investment opportunities across all asset classes.
“With a key focus on research and administration, we chose SuperGuardian to manage all administrative aspects of this offering as it offers a complete administration and compliance solution and makes investing easier for SMSFs. Our SMSFs can now focus on building a diversified super portfolio, knowing that their fund is in good hands.”
Olivia Long, Chief Executive Officer of SuperGuardian, says: “There is significant interest by a number of financial institutions for SMSF administration and developing white label products.
“I have no doubt this is partly due to the fact we are one of a few truly independent SMSF administrators offering bespoke services with a partnership online casino approach to building an SMSF client base.
“Working for Bell Direct is exciting as a recent Investment Trends report states 81 per cent of SMSFs have an online share trading account, and that it’s a critical base. For $1350 per annum SMSF investors can now get their accounting, an audit and tax return done.”
Other advantages of using SuperGuardian for SMSFs:
· The SMSF Trust Deed
· Minutes and all documentation relating to the establishment of the fund and admission of members and trustees
· Application for tax file number and Australian business number
· Investment Strategy Information and sample template
· Nomination of beneficiary instructions and forms
SuperGuardian’s appointment to Bell Direct follows Bell Potter, an associated company’s transition of their significant SMSF client base to SuperGuardian early in 2013.
SuperGuardian is a Chartered Accounting firm and specialist self-managed super fund (SMSF) Administrator, with more than 12 years industry experience.
About Bell Direct
Bell Direct is Australia’s fastest growing online broking company. Bell Direct is independent, Australian owned, and has the Bell Financial Group (BFG) as its major shareholder. BFG is the ASX-listed parent of one of
Australia’s largest and most respected full service stockbroking firms, Bell Potter Securities.
Since it started operations in 2007, Bell Direct has won numerous industry awards for cost-effectiveness, value and customer service from prestigious publications, ratings and research services including Money magazine, AFR Smart Investor, Canstar Cannex and Investment Trends. Bell Direct is currently rated as Number 1 in Overall Customer Satisfaction by share traders in the December 2013 Investment Trends Report on Online Broking.
For more information please contact:
Ph: 0434531172, 02 92478533