Annual SMSF Review Meeting Annual SMSF Review Meeting This form is for clients to confirm their annual SMSF review meeting. SMSF Name*Email Address* Contact Phone Number*What time is best for you to attend the meeting?* Morning Afternoon Lunch Time If you can't make it into the office we can arrange for a online Meeting. Please tell our team that you require your meeting to be online.Do you use "My Portfolio" ?* Yes No If "NO" above, would you like to gain access?* Yes No What would you like Supervision to prepare prior to the meeting?
