TPS Self-managed super fund
A self-managed super fund gives you the freedom and flexibility to have greater control of your super.
However, with this freedom and control comes responsibility and, as a consequence, many funds often become non-compliant as a result of an audit and are subject to hefty tax penalties.
The Portfolio Service self-managed super fund is an end-to-end service for your self-managed super fund that works in concert with the advice you receive from your financial planner. We can help you set up and administer accumulation accounts, transition to retirement pensions and account-based pensions. As the custodian, we act as the administrator of your fund and fulfil all your fund’s investment and super administration, on a daily basis, as well as the tax and audit requirements so you don’t have to rely on a number of service providers and receive fragmented and untimely information.
In simple terms, we remove the burden and responsibility of administration so that you can spend more time with those that are important to you.
We work in partnership with Australian Executor Trustees, a business with over 20 years’ experience in the quality execution of small super services.
|Fund set-up||Daily investment administration||Daily super administration||Tax admin & EOFY services||Insurance administration|
|Individual trustee set-up
Corporate trustee set-up
ATO registrations Stamp duty
|You can invest in:
- cash and term deposits
- all ASX listed shares
- managed funds
- direct property
- private unit trusts
- private assets
And, on your behalf, we will:
- settle all trades
- collect all income
- administer corporate actions
- record your CGT parcels
|Record and track all contributions
Start and pay pensions and track all payments
Record tax components
Monitor your investment strategy
Administer reserving strategies
|Business activity statements
Financial statement preparation
ATO annual return
|Retail policy payments|
Online portal – My Portfolio
A convenient and secure online portal My Portfolio, with its simple navigation and contemporary design, provides access to information and reports about your investments. Information about investment prices is refreshed daily and you have access to a complete suite of customised reports.