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:
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.