| AXA AXcess Self-Managed Super |
 |
| Principal Contact: |
Anthony Angelucci
Senior Product Manager |
Telephone:
Member Telephone:
Facsimile: |
(03) 9617 2203
1300 364 672
(02) 9230 0188 |
|
Address: |
447 Collins Street
Melbourne VIC 3000 |
Website:
Email: |
www.axa.com.au
help@axcess.axa.com.au | |
|
Overview:
|
AXcess self-managed super is a service for clients looking for the flexibility of an SMSF while reducing the complexities often associated with running one. It offers a complete package for SMSF Trustees including daily administration and cashflow compliance checking, consolidated reporting, an investment menu as broad as SIS regulations allow, non-prescriptive insurance and broker options, the complete range of retirement income options and comprehensive on-line reporting. |
| Year of Establishment: |
2006 |
| Value of Funds: |
$77 million |
| Key Features: |
- Daily administration and cashflow compliance checking
- Low fees and 24/7 on-line reporting
- An investment menu as broad as SIS regulations allow
- Non-prescriptive insurance and broker options
- The complete range of retirement income options
|
|
Administrator: |
Multiport |
| Auditor: |
Several auditors used |
|
Custodian: |
State Street |
| Asset Consultant: |
ipac Asset Management |
| Insurer: |
AXA |
