SMSF
Puting you in control of your retirement savings.iInvest Securities has partnered with C2 Financial Group to provide self-directed clients a complete solution to the SMSF market. Whether you have an existing SMSF or are looking to establish a SMSF, iInvest can assist in making the process as simple and as streamlined as possible.
What we can help you with
Your dedicated advisor will assist C2 in:
- Setting up or transferring the administration of your SMSF
- Consolidated reporting and electronic document storage
- Helping you meet trustee obligations and assisting you with your SMSF compliance and reporting obligations
- Monitoring and alerts for contributions and pensions
- Tax, accounting and audit services
For a demonstration, go to https://client.class.com.au/
Username: info@c2fg.com.au
Password: C2super1
SMSF establishment is quick and easy
After completing the C2 Super application form, we will assist you and C2 to:
- Arrange execution of trust deed, appoint trustees/establish company to act as a corporate trustee, admit members, adopt investment strategy.
- Arrange registration of fund with Australian Taxation Office (ATO) and apply for Australian Business Number(s) (ABN) and Tax File
- Number(s) (TFN).
- Open an SMSF bank account and other investment accounts (if applicable).
- Assist with rollover of superannuation benefits to the fund and accept contributions.
- Organise Life & TPD and income protection insurance where applicable for the SMSF.
Transferring administration of an SMSF
If you already have an SMSF, you can easily transfer administration to C2. We’ll assist in the transition and help C2 ensure it is as quick and easy as possible.
Compliance monitoring tools
The legislation governing SMSFs is complex and there can be significant penalties for noncompliance. The C2 alerts in your Member Dashboard support you in meeting your SMSF’s compliance obligations, helping you keep your SMSF on track.
A wide range of investments
Through C2 Super SMSF you are able to administer a wide range of investments, so you can develop an investment strategy that suits your needs with choice and flexibility. Your strategy can include assets such as
C2 can help facilitate data feed authorities for your SMSF investments held with other financial institutions, where available.
- Cash
- Direct shares
- Term deposits
- Managed funds
- Commercial or residential property
- Collectables and personal use assets (as permitted by superannuation law)
C2 can help facilitate data feed authorities for your SMSF investments held with other financial institutions, where available.
Meeting Your Obligations
The C2 Super product is designed to help you meet your obligations:
Trustee obligations
- Record the fund’s investment strategy and any changes.
- Provide tools to help you monitor the investment strategy, in particular as to asset allocations.
Taxation & Audit
- Prepare member contribution reporting.
- Prepare and lodge the fund’s annual tax return.
- Prepare and lodge Goods and Services Tax (GST), Business Activity Statement (BAS) and Instalment Activity Statement (IAS) returns if applicable.
- Prepare PAYG payments and statements.
- Prepare rollover documentation.
- Arrange for an independent annual audit and provide the auditor with all necessary supporting documentation and reports.
SMSF reporting & Administration
- Online access to timely investment valuations, contribution amounts and account summaries.
- Copies of annual financial statements, annual income tax returns and regulatory returns.
- Provide access to records.
- Daily transaction processing.
- Reconciliation of accounts.
- Maintenance of member records including balances and contributions.
- Multiple pension account monitoring.
- Manage minimum and any maximum pension Levels (within each financial year).
- Monitor contribution types and amounts by each member (within each financial year).
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