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:

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.