Packages
Take Control
The Take Control package is ideal for the vast majority considering a Self Managed Super Fund. It is an excellent starter package to grow your superannuation wealth.
More Flexibility
This is an ideal offering for those who may not only wish to take control of their superannuation but also seeks greater flexibility than what is offered in the ‘Take Control’ package.
Total Peace of Mind
This is an ideal offer for those who wish to take control of their superannuation and seek maximum flexibility beyond that offered in the ‘Take Control’ and ‘More Flexibility’ packages.
SMSF’s are the fastest-growing segment within the superannuation sector.
At the time of writing there are in excess of 530,000 SMSF’s containing more than 1,000,000 members and we continue to see in excess of 3,000 new SMSF’s established each month. Their popularity can be attributed to a number of reasons but the primary reasons for their growth can largely be attributed to people wishing to take greater control of their growing superannuation asset and a desire to improve and gain greater certainty in how they achieve financial independence and their retirement objectives.
Services:
- Audit
- Tax Return
- Daily Administration
- 24/7 Online Portfolio Access
- Portfolio Reports
- Electronic Signing of Year End Documents
- Annual SMSF Review
- Online Documents
- Portal: Portfolio & Fast Links to Investments
- Email Support
- Learning Resources
- Telephone Support
- Access to Financial Advisor
Platform & Account Services:
- Bank Account Establishment
- Term Deposit Establishment
- Share Trading Platform
What is not covered in our package fees:
- GST Registration or BAS Completion
- Financial Advice Fees
- Any uncompleted prior year Tax Returns when transferring
- ATO Supervisory Levy
- Actuarial Fees