Financial Life Planning
Highly successful people Begin with an end in mind! We encourage you to plan your financial life with an end in mind – a goal, a financial figure or the attainment of a dream!
Crown Noble Financial Services Pty Ltd T/A RIghttrac Planning ABN 37 610 769 545 is a Member of Hunter Green AFSL No 225962
MyProsperity Wealth Portal
Here’s why we think you’ll love MyProsperity:
- Gets all your accounts in one place with one login – credit cards, bank accounts, home loans and investment loans and more.
- Allows you to utilise a broad range of real-time data feeds including property, superannuation, investments and cars – anywhere, anytime, on any device.
- Easily connects with us – your expert team of financial professionals. With one-click, you can access our full range of services.
- Gets a handle on your cash flow with auto-categorisation of your income and expenses and instant budgets.
- Makes tax time easy with all your financial data, tag transactions for tax and have your receipts and documents stored securely online.
There’s absolutely no obligation, we just think this platform is great and want to give all our clients the opportunity to experience it. Link to registration site.
Call Us Today on (07) 4636 6655
To discuss how to get started and what packages we can provide in an affordable monthly fee. OR Book in for a FREE half hour Financial Freedom planning meeting where we can show you a simple yet profound tool which will focus you towards regaining control over your Financial circumstances.
Self Managed Superannuation Fund
Interested in commencing a Self Managed Superannuation Fund?
SMSFs are a legal tax structure with the sole purpose of providing for your retirement. SMSFs are regulated by the Australian Taxation Office (ATO). An SMSF can have one to four members. Each member is a trustee (or director if there is a corporate trustee). Running your own fund can be complex and requires commitment, attention to detail and a support network of professional. Many of our clients find SMSF’s attractive because it enables them to utilize funds in the SMSF to purchase their Real Business commercial premise which cannot be achieved in most Retail funds. Find out more about what a SMSF is and whether it is suitable for your circumstances:
How can we help?
- Determine whether a SMSF is suitable in your circumstances
- Establishment of your Fund
- Tax planning and management
- Administration and Compliance
- Retirement Planning and Insurance
- Estate Planning
SMSF Administration Packages
We can arrange, through our legal partners, all the necessary legal documentation for the establishment, maintenance and changing needs for your SMSF. Including Deeds of establishment, Corporate Trustees, pension documentation, Limited recourse Borrowing documentation and actuarial certificates. Typically a new SMSF with Corporate Trustee would cost from $1500 to $2000 to establish including Trust Deed to establish fund, Company setup for corporate Trustee, minutes and documentation and necessary registrations with the ATO and ASIC. SMSF’s that want fixed cost reporting, flexibility of more options, full SMSF reporting, tax returns and Audit.
Business Intelligence Reporting
An intuitive new reporting engine with investment and member dashboards makes accessing your SMSF data a breeze. Using the latest technology, Simple Fund 360 also allows you to customise ledger, financial, member and investment reports.
Connect the dots
Simple Fund 360 connects all the dots so actuaries, administrators, advisors, auditors and trustees can connect to SMSF data through a single application.
Robust General Ledger
A robust double entry General Ledger with smart automated data input and a multi category chart of accounts makes it simple for you to add, edit, delete and review transaction data.
The same reliable and proven calculations that have been relied on by SMSF administrators for over 15 years and are used today by over 75% of SMSFs.
Simple Fund 360 provides an end to end paperless SMSF solution. Document, letter and minute generation, document storage and BGL’s SmartSign technology make Simple Fund 360 unique.
*Simple Fund 360 is a state of the art cloud SMSF administration solution Automation Simple Fund 360 automatically loads bank, broker and registry data using BGL SmartPost to automatically allocate transactions. Fast, searchable grids sort and group transactions ensuring you have easy access to relevant and timely information.
Have A Question?
We would love to help! Simply fill in the form below, and click send, and one of our team will get back to you before you know it.