www.esuperfund.com.au

2015 December Client Newsletter


chat pdf print
Logo
Issue 21 | 17 December 2015
 
 

Welcome to ESUPERFUND’s December Newsletter.


We would like to take this opportunity to thank you for your support in 2015. In this issue we introduce our new pension application form and inform you of a change to our Annual Fee Direct Debit date. Lastly, we highlight some free ATO webinar topics that may be of interest to you.


Mark Needham

Client Services Manager

Feature

Office Opening Hours

The offices of ESUPERFUND will be closed from 2 pm Thursday 24 December 2015 and will be open again on Monday 4 January 2016. We advise that should you have an urgent query during this period please submit an email query.

What's New?

New Online Pension Application

We are pleased to announce that the new online pension application has been implemented on the Client Portal. To submit your initial pension application, you simply need to login to your Client Portal, click on the menu tab ‘Member Account', and then select ‘Pensions’. With the new system, you are no longer required to provide your Fund details as this information is pre-filled automatically. Please click here for further information about the Pension Process.

Annual Fee Direct Debit Date

We advise that we will re-schedule the Annual Fee Direct Debit date to the 15th of January from 2016 onwards for clients who are currently paying on the 2nd of January. We would greatly appreciate you ensuring there are sufficient funds in your SMSF bank account before the 15th of January 2016 to action this payment.

Do You Know?

ATO Webinars

The ATO is running free webinars to keep SMSF Trustees up-to-date with the SMSF sector. Please see below for the webinar topics which may be of interest to you.

  •  
     
    SMSF Overview
  •  
     
    Accepting contributions and managing investments
  •  
     
    Paying benefits to members

You can visit ATO’s website for the detailed webinar schedules.

Testimonials

image

I want to express my sincere thanks to you and your team on the excellent work you do in preparing the financial reports. All matters are attended to efficiently and the process is smooth, quick & paperless. Having access to the documentation online saves us holding printed copies. It is just another bonus of using your service. Keep up the good work. It certainly works for us.

 
Follow us on: