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.

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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.

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Total Peace of Mind

This is an ideal offer for those who not only wish to take control of their superannuation but also seek maximum flexibility beyond that offered in the ‘Take Control’ and ‘More Flexibility’ packages.

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All Packages include:

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

Talk with an SMSF Expert

We can match you with an SMSF Expert who can answer all your questions. Call us on 1300 693 863 or use the button to make an appointment.