WEALTH SOLUTIONS
Pearl Wealth Platform
An integrated wealth management platform for Investments, Superannuation and SMSF administration.
Scalable systems facilitating better advice.
Pearl Wealth Platform is a seamless fusion of Pearl’s advanced platform, model of model managed portfolios and investment management capabilities that helps advisers to win the client value equation and build scaleable, compliant and profitable businesses.
Investment
IDPS (Investor Directed Portfolio Service)
With a wide investment choice, fast, easy reporting and the convenience of managing all assets in one place, the competitive pricing of this customised and innovative platform makes advising and investing more efficient than ever before.
A powerful investment service experience.
Efficiency
A single view of all assets and liabilities, comprehensive reporting and pre-mixed professionally managed model portfolios to reduce administration time.
Choice
Access a broad universe of investment options including managed funds, ASX Listed Securities and managed portfolios.
Lower Cost
Lower the costs of investing in managed funds via our innovative and streamlined back-end technology.
Super
Retail Super Wrap
A flexible Super solution for everyone.
Tailor your investment solutions to meet your clients individual needs, while offering a simple solution to make super more accessible and easier to manage for you and your practice.
Simplicity
Manage your client’s super wealth conveniently and efficiently from Pearl Wealth Platform. Use managed portfolios to reduce ROAs in rebalancing portfolios.
Choice
Choose from a full Super Wrap, offering access to 200 managed funds, ASX Listed Securities, ETFs, term deposits and professionally-managed portfolios or a range of simple, low cost options across managed investments.
Lower Cost
Grow your clients’ super faster through innovative and streamlined funds gateway, to lower the cost of investing. Or use our pooled funds that deliver quality portfolios and investment returns from as little as 0.70%-0.90%.
SMSF
SMSF Plus
Pearl’s SMSF technology typically saves thousands of dollars for SMSF Trustees and enables advisers to deliver a thorough and holistic SMSF service.
Importantly, the technology powering our SMSF solutions is proprietary. This means that the features and benefits provided are unique to our services and have been developed solely to support Financial Advisers. This is quite distinct from other SMSF administration solutions that have been built and designed solely for accountants.
The Pearl SMSF platform provides a comprehensive set of features including (but not limited to):
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Real-Time, cloud based, double entry accounting that produces the Income Tax Return (ITR), Member Benefit Statement, detailed Financial Statements and a host of other year end reports;
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Automatic registration of your Fund for GST enabling you to recoup up to 75% of GST paid on many expenses of the Fund
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An end-to-end professional administration, tax and audit service provided in Australia by qualified staff. This all-inclusive service includes the production of all annual compliance documentation required to meet your regulatory obligations as Trustees, as well as a range of other reports detailing the activities of your Fund.
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All minutes and documents (Australian Taxation Office and others) are automatically produced and pre-filled when compliance activities are undertaken;
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including ABN, TFN application/registration and all documentation immediately produced (Trust Deed, cash/broking account applications, investment strategy, minutes, estate planning nominations etc);
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including comprehensive and detailed portfolio performance analysis, dynamic asset allocation, portfolio benchmarking and Fund tax position (including accounting for the ECPI percentage);
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including automatic production of Centrelink/DVA Schedule, ESA noti cation, compliance certi cates and estate planning nominations;
All features are provided on-line with real-time access for Trustees and their Advisers via a secure personal login.
SMSF
SMSF Lite
Lite on fees, not on features. Real-time, online, end-to-end SMSF administration from as little as $1,965 a year (incl. BAS, audit & tax).
Running your own Self-Managed Superannuation Fund should be a rewarding experience, not a time consuming & expensive one.
SMSF Lite Fees
From $1965¹
Typical SMSF Fees
> $2500
Benefits Include:
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Significantly lower annual administration, audit and tax fees resulting in potential savings of tens of thousands of dollars over the life of the Fund².
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Automatic registration of your Fund for GST enabling you to recoup up to 75% of GST paid on many expenses of the Fund
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An end-to-end professional administration, tax and audit service provided in Australia by qualified staff. This all-inclusive service includes the production of all annual compliance documentation required to meet your regulatory obligations as Trustees, as well as a range of other reports detailing the activities of your Fund.
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24/7 secure access⁴to your Fund information such as current contributions (concessional & non-concessional), pension payments, estate planning arrangements and a host of other details.
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Advanced online reporting for investments and their performance, including a comprehensive suite of tax management, reconciliation and optimisation tools.
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An electronic archive for all documentation produced by SMSF Lite, providing you with a single, centralised repository for information required to be held by your Fund.
This fee may vary where your Adviser charges an administration fee to assist you in running your Fund or where other transaction or investment fees apply (refer to the SMSF Service Agreement for further details).
Actual savings may vary significantly depending on fees currently being paid and the number of years a Fund is held.
GST associated with tax and audit services cannot be claimed.
Online access is provided via Australian-based data centres.
The Pearl Investment Suite
A truly holistic suite of investment options to deliver exceptional client wealth outcomes, practice efficiency, sustainable profit and value.
From bespoke retail SMAs and ETFs, to to specialised/ exclusive wholesale MIS (Founders Fund and High Yield Fund) and highly-innovative Early Stage Venture Capital Limited Partnerships (ESVCLPs), Pearl provides a true full universe of investment options for advice practices to construct bespoke investment portfolios to suit each client, while maintaining scalability.
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An individual portfolio of direct equities with Pearl’s professional investment management
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Providing wholesale investors access to some of the innovative investment strategies and philosophies that sit at the core of the Pearl approach.
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Pearl’s Early Stage Venture Capital Limited Partnership, open to wholesale and sophisticated investors.
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Pearl’s bespoke investment offerings designed specifically to align with the Significant Investor and Premium Investor foreign investment Visa frameworks.
Insights
Pearl’s latest thinking on investing, wealth creation and industry news.
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