Services to Accountants & Financial Advisors
Complementing your existing client relationship.
- Outsource your SMSF Admin needs whilst retaining control of your client relationship.
- Ongoing technical & compliance support.
- Speedy fund establishment and document preparation.
- Direct access to our SMSF Specialist team.
- Preparation of Limited Recourse Borrowing Arrangement documents.
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Expert Assistance
Our highly qualified team know SMSFs inside and out.
- Because SMSFs are all we do; we’re 100% focused on providing a high quality service that gives you value for money.
- Technical assistance whenever you need it.
- We are Chartered Accountant qualified.
- Our principal is an accredited SMSF Specialist Advisor™ with the SMSF Association.
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Flat Fee Structure
Uncomplicated fee structure.
- Our fees are fixed and extremely competitive, 100% transparent with no hidden costs.
- No restrictions on the type of bank account the trustee operates, or which investment platforms they use (ie CommSec, E*TRADE).
- No limits on how many transactions your clients have.
- Enables you to prepare your quote or Statement of Advice with the knowledge our fees are set.
- Email us for a copy of our pricing
