Back up for Trustee

Simple Fund 360
1

Hi everyone!
I’m a trustee of my own self-made super fund using BDL. Super fund360 and I’m looking to engage a practising accountant to continue to run my fund if I become incapacitated. If you are interested then
d? Please respond

2

I have the same concern and I have found that all I need is an administrator and I use Hefron. They are totally across BGL360 and I use them to merely check my work to prepare the financials. They have provided good service to date. In this role Hefron are in a good place to carry out any instructions from a PoA , Executor or Beneficiary. Personally I don’t find accountants useful other than to do what BGL360 does in our sleep or what Hefron can do to fix any gaps in my knowledge with administration.

3

HI COB,

What type of services were you looking for to be initially provided by an Accountant before you become incapacitated? And which State a you located?

4

Great, very much appreciate your advice
l read the Hefron articles in the financial review and they’re very good.

5

Thanks for coming back to me
No real services needed until I become incapacitated as I do everything myself apart from audit. BGL is good like that

6

This is my firms website: https://supermatters.com.au/
If you want to call in with some questions, ask for John.