Tuesday, June 11, 2013

Plutus- Managed Investments for Retail SMSF Trustees



Finally.. after many years of R&D, the ultimate SMSF solution..

For the first time, a true alternative
to Retail and Industry Superannuation funds..

Features:

  • Trustee directed, just select from a range of global, professionally managed Mandates
  •  - just like a traditional managed fund, but you directly "own and control" the securities within the mandate.
  • - mandate can include almost any global market, instrument type and currently 16 different currencies.
  • - get rid of your existing, old school, Managed Funds with the typical 2% plus fees; even when your balance is going south!
  • - get rid of trailing adviser, or SMSF admin kick backs; there are no free lunches..
  • Build your own mandate, via ETF's to get Index coverage of the market, or individual stocks, who does not want to directly own Apple, Google or Coco Cola?
  • We do all the portfolio construction, and re-balancing, all in your name.
  • Integrated on-line 24*7 Global Trader, for those add-hoc trades, on any global market, anywhere, any currency (well almost)
  • All investments, directly owned, and controlled by your SMSF, no unitized, pooled, or embedded tax issues.
  • A Fully Manged solution, no "accounting", data feeds, or traditional old world cottage industry SMSF issues to worry about, we look after them for you.
  • Select your mandate.. and we do the rest.
  • On-line access, with daily reconciled accounts, includes Australian compliance and tax reporting for global mandates, available 24*7*365.
  • Service includes a Managed SMSF Deed service, SISS and ATO compliance, reporting, auditing, actuary if needed, and online tax return submitted to the ATO. All done with our fully integrated SMSF365 service, via one of the leading SMSF administration, and audit firms in Australia.  
  • Plutus, lets you concentrate on building Wealth,  for your retirement, and just like any Industry or Retail Superannuation fund, we do the rest for you.
  • Plutus is SMSF wealth management, made easy for Retail Australian Trustees.

Ask about our "one-click" Plutus solution to move your existing Industry or Retail Superannuation account across to the next generation SMSF solution.

Get all the benefits of an Enterprise Retail/Industry Superannuation solution, but with direct control and ownership, of global securities, with none of the old world SMSF complexities or hassles.

Gen X/Y, ask about the Plutus online solution to start your, no hassle, wealth accumulation.



Take control, with direct ownership of your retirement Wealth!

Start 2013 on the right footing, open a Plutus account today.


Enjoy..
Charles Moore

Accounting Practices, retain your clients, stay out of the "with advice AFSL world" , but back office all SMSF drudgery to us.

Dealer Groups/Advisersretain your clients, concentrate on providing professional Investment Advice on a fee for service basis, outsource all the portfolio and and SMSF drudgery, and compliance to us.

Retail or Industry Superannuation Fundsretain your clients, by offering an Enterprise SMSF solution out of the box. We take away the SMSF specific compliance pain, while providing a standardized enterprise solution, via our private label service.


PS: If you hear about "next generation SMSF", this appears to be the season for these,  then see their lists of features if  a lot of technology, accounting, data feeds, or even contract notes, or registry data, your are looking at an old world solution..
Time to compare to the truly next generation Plutus Managed SMSF Service..



Disclaimer The contents of this site should not be understood to be accounting, taxation or investment advice but rather as general product related educational information that may or may not meet your specific requirements.