The MGS SMSF Deed Upgrade Solution
Don't use the same provider who created the problem. Upgrade to eliminate the concerns
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Client letter (x4)
Three different versions of letters advising clients of their need to update their SMSF deed. Communicate the need to update with you clients using these simple tools. Your opportunity to market the need and benefit of an SMSF upgrade.
Client Letter - SMSF Upgrade - Option 1 - Simple Email us at Macquarie Group Services to request this. Must be a valid email address. |
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Client Brochure (x2) A brochure to send to current and future SMSF clients outlining the benefits of having an SMSF. The brochure addresses the control benefits of having an SMSF, insurance considerations, the power to borrow and other benefits including those on death.
Brochure explaining benefits of a SMSF Email us at Macquarie Group Services to request this. Must be a valid email address. |
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Client "How to run your own SMSF" Booklet - Part of the Members Kit A comprehensive booklet for your client outlining how to run an SMSF is included in the member kit. It takes the client through the establishment, adding to the fund, investments, taking the benefits, benefits on death and other issues. Written in plain English for clients with diagrams and flow charts this 4 page guide is everything the client/trustee needs to know to operate an SMSF. Customise with your firms logo and use it as a marketing tool. Booklet - How to run your own SMSF COPYRIGHT: The documents are subject to copyright and are only to be used in conjunction with services and products from Macquarie Group Services Pty Limited. | |
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Comprehensive Simple 15 Page SMSF The most comprehensive deed available in the marketplace with all options available in less than 15 pages. It sounds very clever and smart. It is simply everything that needs to be in an SMSF deed today without the old legislation, provisions and pensions that some suppliers are a bit slow at removing. Pensions, BDN's, reserving, rollbacks, SMSF wills, family law, transition to retirement pension, rollovers, etc all included. |
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Every Possible Kit & Solution Included Every possible kit and solution that comes with a guide, checklist and the letters and resolutions to give effect to the strategy. Investment Strategy Kit, Reserving Kit, Transition to Retirement Kit, Accountant Based Pension Kit, SMSF Will Kit, Pension Rollback Kit and our exclusive member Roll-In and Roll-Out kits. These kits are constantly updated and available at all times free to users. Also Member Kit in a sturdy wallet with space for deed, PDS and detailed guidance for trustees. |
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A Simple Solution
Avoid data entry & administration. Use our excel spreadsheet for fast updates of 1, 10 or 100 funds. |
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