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Accolade Super

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Accolade Super - Combining premium portfolio management with comprehensive superannuation administration

If you already invest in the stock market, taking charge of your superannuation through establishing and utilising the benefits of a Self-Managed Super Fund (SMSF) is the next step in gaining control over a larger proportion of your investments.

Our all-inclusive superannuation service, Accolade Super, assists you in establishing and controlling your own SMSF and tailoring the investments within it to meet your individual superannuation and retirement needs.

Key Features of Accolade Super include:

  • A tailored investment strategy and individually designed portfolio
  • Full accounting including preparation of annual taxation return and audit
  • The opportunity to take advantage of changes in tax and superannuation legislation when they become available
  • Administration of all your transactions and comprehensive record-keeping including a mailing house service
  • Quarterly Reports, availably electronically or in hard-copy, and a comprehensive annual report
  • Online access to your account where you can view your portfolio status and transaction details, amongst other features
  • A minimum portfolio of $250,000 is recommended.

Accolade Super is ideal for Patersons premium clients who want greater influence over their investments and retirement needs. Your Patersons Adviser, in conjunction with our in-house SMSF Specialist, can customise a solution specific to you.

 

Accolade Super Flyer  |   Accolade Sample Tax Report

 

For more information on Accolade Super or our Accolade suite of services, please contact your Adviser or our Accolade Services team on accolade@psl.com.au.

 

IMPORTANT NOTE: This is general advice only and does not take into account your objectives, financial situation and needs. Before acting on this advice you should consider its appropriateness having regard to all your personal circumstances.