Making self managed super simple
Self managed super can be a valuable retirement planning vehicle, giving your clients control of their superannuation assets as well as potential tax benefits.
However, it can also come with a few burdens, such as administrative obligations, rigorous compliance monitoring and strict reporting requirements. This can often make it time consuming.
MasterKey Custom can make it easier ...
MasterKey Custom is an award-winning investment administration service which helps you and your clients build custom made solutions to meet their financial needs. In 2007, MasterKey Custom won the Asset Magazine Innovation Award for 'Best Platform for Administering Self Managed Superannuation'.
MasterKey Custom Self Managed Super is an Investor Directed Portfolio Service (IDPS) tailored for trustees of self managed super funds. It offers a fully packaged service including tax reporting and audits for all assets held in the fund, including certain private assets such as direct property, shares in private companies and mortgages.
MasterKey Custom Self Managed Super is a convenient and efficient solution for investors looking for the flexibility of a self managed super fund without the complexities of running it.
Convenience and Control
Self managed super is a great way for your clients to gain control of their superannuation, but with control comes responsibility. Ensuring they meet these obligations can be time consuming as well as costly. That's why MasterKey Custom makes the process of setting up and managing your SMSF simple and convenient for you and your clients. We offer:
- A comprehensive fund establishment service
- Ongoing fund administration to aid compliance with SMSF requirements
- Simple investment instruction processes
- Easy transaction options
- A sophisticated direct equities trading service
- Tools to manage your CGT liabilities
- Easy tracking of your investment information
- A comprehensive transfer-in service for your existing SMSF
Find out more
For more information on MasterKey Custom Self Managed Super, contact your PDM, MasterKey Custom on 1800 647 009 or visit www.masterkeycustom.com.au
Important information
This page is intended to provide general information only. Any advice in this communication has been prepared without taking account of your objectives, financial situation or needs. Because of this you should, before acting on any advice in this communication, consider whether it is appropriate to your objectives, financial situation and needs. You should make this assessment with the help of a financial adviser. No responsibility is taken for any decision made on the basis of information provided in this page. Any person acting on the information in this page does so at his or her own risk.
MLC Investments Limited (ABN 30 002 641 661 AFSL 230705) is the Operator of MasterKey Custom Self Managed Super. MLC Limited (ABN 90 000 000 402 AFSL 230694) is the issuer of the insurance available through MasterKey Custom Self Managed Super. Before deciding whether to invest through MasterKey Custom Self Managed Super, you should obtain the MasterKey Custom Self Managed Super Financial Services Guide (FSG). The MasterKey Custom Self Managed Super FSG is available by phoning the MasterKey Custom Service Centre on 1800 647 009, on our website at www.masterkeycustom.com.au or from your financial adviser.
An investment in any MasterKey Custom product or service does not represent a deposit with, or liability of National Australia Bank Limited or any other member company of the National Australia Group of companies, and is subject to investment risk, including possible delays in repayment and loss of income and capital invested. None of National Australia Bank Limited, MLC Investments Limited or any other member company in the National Australia Group of companies guarantees the capital value, payment of income or performance of any MasterKey Custom product or service.
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