SERVICES TO FINANCIAL PLANNERS
CPD Superannuation brings a comprehensive service to your clients providing them and you with peace of mind. We make the establishment, administration and compliance of SMSF’s easy. We are focused on delivering efficient, reliable and compliant SMSF administration services allowing you to relax and focus on your clients’ financial futures.
We currently administer 250 Self-Managed Super Funds for both Accountants and Financial Planners.
Our goal is to assist you to:
- Satisfy your client needs
- Grow your business
Benefits of using our service
- Simplicity - reduction of your compliance burden
- Accuracy
- Timeliness
- Efficiency
- Access to specialist services
- Document management ensures less paperwork
- Give you more time to focus on clients’ investment performance and strategies
- Transparency of product offering, service standards and fees
- Friendly, personalised and prompt administration services
Future projects
- Ability to monitor performance of fund 24 hours a day
Make us part of your team
To find out more about CPD Superannuation services, including how to establish or transfer your funds to our compliance program, contact CPD Superannuation on +61 7 3245 9909, or email info@cpdsuperannuation.com.au.