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.
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.
24/7 Online Portfolio Access
Electronic Signing of Year End Documents
Annual SMSF Review
Portal: Portfolio & Fast Links to Investments
Access to Financial Advisor
Bank Account Establishment
Term Deposit Establishment
Share Trading Platform
GST Registration or BAS Completion
Financial Advice Fees
Any uncompleted prior year Tax Returns when transferring
ATO Supervisory Levy
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.