Clime Super Admin Service

Clime SuperClime Super is a complete Self Managed Super Fund (SMSF) administration service designed to ease the responsibility of handling the compliance and paperwork associated with your SMSF, and give you peace of mind to focus on your own investing.

More and more Australians every year are taking control of their retirement wealth and choosing to set up their own SMSF. However, making sure your fund is compliant with all government regulations and requirements can be extremely complex, and a fund that isn’t compliant could incur serious consequences and heavy fines.

That’s why Clime Super takes care of all the difficult administration tasks for you. Clime Super will set up your trust in compliance will all Government regulations, handle all administration tasks, develop your contribution strategy with you, and assist you with planning your transition into retirement.

When setting up an SMSF, it’s vitally important to do so correctly in order to avoid any costly penalties. We’ll ensure your SMSF is set up properly so that you won’t be hit with any fines, and a correctly set up fund will also mean that you avoid paying unnecessary extra taxes on your fund. Just another way we ensure you have peace of mind with your SMSF.

Detailed SMSF administration agreements

Clime Super will give you an administration agreement that outlines in detail who is responsible for what, so there are never any surprises or tasks that are missed. We’ll set your fund up with a corporate trustee, rigorously manage all paperwork and handle all the archiving and storage of your important documents.

Clime Super will:

  • Set up your trust correctly
  • Receive all mail correspondence and manage all administration
  • Develop your contribution strategy in consultation with you
  • Assist you in planning your transition to retirement
  • Ensure that your SMSF is fully compliant with all government regulations
  • Provide you with real time reporting online, everyday

With over 10 years of experience administrating Self Managed Super Funds, Clime Super will give you the peace of mind that your SMSF is tailored to your circumstances, whatever your stage of life.

Contact us to find out more about Clime Super

Download Financial Services Guide (FSG) [PDF]

Download Clime Super Brochure [PDF]

Download Clime Super Application Form [PDF]

Download Clime Super Administration Agreement [PDF]

The information provided on this webpage and the rest of clime.com.au is intended for general use only. The information presented does not take into account the investment objectives, financial situation and advisory needs of any particular person nor does the information provided constitute investment advice. Under no circumstances should investments be based solely on the information herein. Please consider our Information Memorandum, Product Disclosure Statement and Financial Services Guide before investing in one of our products. Past performance is no guarantee of future returns.
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