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The Mercer Self-Managed Super Service gives you control over your superannuation as trustee of your own fund, with access to Mercer's comprehensive range of services.
The Mercer Self-Managed Super Service takes the hard work out of setting up and running your own fund. We'll establish a Mercer Self-Managed Super fund for you and look after the ongoing administration, leaving you to get on with managing your investments and retirement strategy.
You have a range of optional services to choose from. You can obtain one-off or ongoing retirement and investment advice from Mercer's network of financial advisers, and gain access to Mercer's extensive investment research and multi-manager investment options if you choose. See the table below for the full range of core and optional services.
What are the benefits of the Mercer Self-Managed Super Service?
1. ControlThe service allows you to take control of your super, either independently or with the help of qualified advisers.
2. EaseWe make it easy for you to establish and manage your fund. As part of the service, we can help you establish a trustee company, obtain a trust deed, establish a fund bank account and integrated online trading facility, lodge documents with regulators and auditors on your behalf, and help you to meet ongoing reporting and administration obligations, among other services.
3. Access The service enables you to access to some of Mercer's products and services, including a Helpline that provides direct access to either the fund administrator or a Mercer financial adviser. Alternatively, you can access all of the information you typically need using our online facility which enables you to view details about your fund's investments and transactions.
4. Integration
This service enables you to integrate personal financial advice from a Mercer financial adviser and it may be possible for you to continue with your existing employer-sponsored super plan and retain some benefits such as employer-negotiated group insurance.*
Documents
Forms
Call us on 1800 650 430 for a discussion about the service or to get started.
Core and optional services of the Mercer Self-Managed Super Service
| Core services |
| Fund establishment |
- Trust deed
- Corporate trustee established, if required
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We help individuals administer their self-managed super fund according to a number of laws and requirements:
- Australian Taxation Office's stated reporting and administration obligations for trustees
- Income Tax Assessment Act 1997
- Tax Administration Act 1953
- Corporations Act 2001
- Mercer Self-Managed Super Fund trust deed
- Superannuation laws including:
- Superannuation Industry (Supervision) Act 1993
- Superannuation Industry (Supervision) Regulations 1994
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| Administration |
- Fund accounting and reconciliation
- Regulatory/tax reporting
- Investment reporting
- Online access for trustees/members and advisers
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| Optional services |
| Financial advice
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- Strategic financial and retirement advice
- Investment advice
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We help individuals:
- Manage the assets of their SMSF according to their investment objectives and strategies
- Access financial advisers
- Integrate personal insurance, where appropriate
- Access stockbrokers to assist with managing financial and direct share portfolios
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| Insurance |
- Competitive group insurance may potentially be retained through corporate employer-sponsored plan*
- Flexible insurance options*
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| Investments |
- Access to Mercer's extensive investment research and range of multi-manager fund investment options
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| Stockbroking |
- Full stockbroking facilities available through referral in addition to online broking facilities
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Summary of key features
| Establishment |
Establishment of the fund including a trust deed and corporate trustee establishment, if required |
| Administration |
Ongoing administration including:
- Fund accounting and reconciliation
- Regulatory/tax reporting
- Investment reporting
- Online access
- Electronic trading account
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| Investments |
Access to an extensive list of suitable investment options researched and rated by Mercer's investment consultants (optional) |
| Insurance |
Access to flexible insurance options and arrangements (optional) |
| Financial advice |
Access to Mercer's national team of professional financial advisers who are dedicated to helping clients retire securely (optional) |
| Online service |
Access to an online trading account to trade shares online (optional) |
| Phone service |
Access to a dedicated phone service answered by Mercer's financial advisers to assist with any general queries concerning the Mercer Self-Managed Super Service (optional) |
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* Subject to satisfactory health evidence.
Important information
This information was prepared by Mercer (Australia) Pty Ltd (Mercer) ABN 32 005 315 917 as a corporate authorised representative #260851 of Mercer Investment Nominees Limited ABN 79 004 717 533 AFSL #235906 (MINL). Information contained in this website includes general financial product advice which has been prepared without taking into account your personal objectives, financial situation or needs. It is important that you consider these matters, read the Financial Services Guide and the Product Information Statement for the Mercer Self-Managed Super Service and obtain advice from a licensed or appropriately authorised financial adviser before making any decisions concerning your super. |
