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.
Packages
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 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.
All Packages include:
Services:
Corporate Trustee Establishment $799
Free Individual Establishment
Audit
Tax Return
Daily Administration
24/7 Online Portfolio Access
Electronic Newsletter
Portfolio Reports
Electronic Signatures
Learning Resources
Calculators
Annual SMSF Review
Access to Financial Advisor
Portal: Workflow, Portfolio, Investment Access
Online Documents
Email Support
Telephone Support
Investments:
Bank Account Establishment
Term Deposit Establishment
Share Trading Platform
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.