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Simple Super for Sole Traders

Do you want to pay yourself superannuation, but find it’s too much hassle? As a sole trader without large company infrastructure to support you, do you find it difficult to find an easy way to set up an effective superannuation plan? Do you want build a retirement nest egg but just don’t know how to go about it, or who to speak to for help?

If you’ve answered yes to any of these questions, then you need a new Employer Super Fund!

Small Business Works Financial Services are pleased to announce the launch of the SBW Super offering. This fund has been set up to specifically cater for Sole Traders. It is a fully compliant, commercial super fund with ease of use for anyone with a computer and internet. It has all the features of any other retail super fund, so your individual fund can be fully tailored to your personal needs.

As a business owner, you are a sub-contractor; therefore, no one will pay you super........ except YOU! With this fund you can minimise the time spent on administering your superannuation payments whilst enjoying a complete financial package which includes the following services:

  • Fully customisable and accessible online management and payment system – view, change and pay your super at your leisure
  • Individual review meetings to discuss your superannuation needs and verify TFN declaration
  • Full financial health checks
  • Assistance with Superannuation Rollover forms
Despite being a sole trader, if you join this fund you will benefit from;
  • Automatic Acceptance Limits (AAL) for Death, Total & Permanent Disability, and Salary Continuance insurance cover. That is, you will have your insurance cover accepted automatically up to a specified limit without having to provide medical information.
  • Group discounts on insurance premiums as well as member-only discounts with leading brands.
  • Annual one-on-one financial reviews with a qualified financial adviser
  • Competitive fees within the superannuation fund
  • No costs to roll over super funds

This is a unique offering which is normally exclusive to large corporations; however we are offering this service to any Sole Trader, no matter what size your business operations are. Take control of your financial future and enjoy peace of mind knowing you will be well looked after even while you work for yourself, and beyond into retirement.

REMEMBER: As a sole trader, depending on your individual circumstances, you may qualify for government co-contributions and further business tax deductions, just by paying yourself superannuation!

If you are interested in joining this Superannuation Plan, please contact our office to arrange a one-on-one discussion with our Financial Adviser, Alan Maddick, on (03) 9580 2419 or Contact us HERE