Giving members the personalisation, transparency and flexibility of an SMSF, but for a fraction of the cost.
If you are accepted as a member of Super Simplifier, contributions can be made to an accumulation account by you or your employer either regularly or by occasional lump sums. Amounts can also be transferred from other regulated superannuation or rollover funds. Contributions may be made in specie at the discretion of the Trustee, that is, by way of a transfer of an asset or investment to your Account. In specie contributions are subject to the contribution rules and tax rates applicable to contributions.
WealthO2‘s Super Simplifier is a superannuation and pension offering issued by Diversa Trustees Limited as the Trustee of the DIY Master Plan (Division) July 3, 2017 • RSE Registration No R1070743 ABN 46 074 281 314.