Corporate Superannuation
Work place superannuation solutions for employers and employees. We enhance our client’s desire for flexibility and diversity in administering their Superannuation Guarantee obligations with a variety of alternatives.
Employer Superannuation Solutions
Optimus Private Super works with our clients in an integrated fashion, understanding your business, goals and culture to deliver financial services to ensure that you continue to grow and focus on your core business activities. We deliver this by:
- Identifying the unique needs of your business and employees with you;
- Identifying any issues that may prevent you from achieving your business goals;
- Designing a tailored solution to compliment your business strategy; and
- Monitoring solutions to ensure that they remain relevant and compliant as your business grows.
Our Services
Optimus Private Super together with the Optimus Financial Group has the expertise and breadth of experience to deliver a broad range of services to our clients:
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Employer Superannuation · Determination of the most suitable and cost effective corporate superannuation provider
· Ongoing support for employers and employees regarding full financial advice and administration
· Ongoing education program in all aspects of investments for employees
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Risk Management · Term life insurance
· Total & permanent disability
· Trauma insurance
· Income protection
· Corporate risk management (key person, business succession planning, group policy)
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Business Owners & Executive Consulting
· SMSF advice, strategies & administration
· Asset protection andbusiness succession advice
· Estate planning
· Asset transfer to SMSF planning
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Personal Financial Planning
· Wealth and accumulation strategies
· Tax effective investment planning
· Superannuation strategies
· Retirement planning
· Centrelink planning
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Loans & Financing
· Home & Investment Loans
· Leasing
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Taxation
· Tax advice & planning
· Tax return preparation
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We provide an all encompassing superannuation advice service, and will ensure your superannuation provider gives efficient administration and technical support:
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Employer/Client
Optimus Private Super
Superannuation Fund
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By retaining Optimus Private Super as your Corporate Superannuation Advisor, we work with you to ensure that both employer and employee requirements are met. We provide:
- Superannuation Review – comprehensive review of your existing provider and advisor offering;
- Superannuation audit – audit to ensure you are meeting you minimum statutory obligations;
- Tender management – if a change in superannuation provider is deemed necessary;
- Transition management – supervision of Fund transfer, including member communication;
- Policy committee – advice, establishment and ongoing support; and
- Regular superannuation provider review – fees, performance, diversification, administration and technical support.
Employee Benefits
It is important that employees have access to a range of additional services in order that they understand the benefits available under the company’s superannuation plan. We provide:
- Member education - Seminars, newsletters, surveys and feedback;
- Financial planning – personal advice to assist with investments/insurance/tax/finance selection;
- Executive services - dedicated financial planner for executives; and
- Consolidation – transferring superannuation from previous employment
The most important service that we offer the employee is a point of contact to help make the superannuation plan suit their individual requirements should they request it.
Fees
Generally we charge a fee for service. We tailor our services to meet your needs, such that our fees can ultimately be borne by the employer, by the employee or a combination thereof. In lieu of or in addition to the fees we charge, we may also receive commissions and/or other benefits from product providers.
For more information please visit www.optimusprivatesuper.com.au
