SUPER SETUP
The Super Establishment Package is best suited for clients that would like to establish their own SMSF.
- Initial Statement of Advice to establish an SMSF
- Registrations
- Trust Deed
STEP FORWARD
The SMSF Step Forward Package is ideal for clients who want to be kept up to date on any investment trends that could possibly affect their SMSF investments
- Annual Financial Statements and Tax Return
- Annual Audit
- Face to Face Review every six months
- ASIC Compliance
- Access to Financial Planner within reasonable limits
- Liaise with 3rd parties e.g. Centrelink
- Proactive telephone notifications from Financial Planner
- Invitation to annual seminar
STEP OUT
The SMSF Step Out Package is best suited for clients that have straight forward investments in their SMSF and only want a meeting once a year.
- Annual Financial Statements and Tax Return
- Annual Audit
- ASIC Compliance
- Access to Financial Planner within reasonable limits
STEP UP
The SMSF Step Up Package is tailored towards clients who want consistent contact throughout the year and require to be kept up to date on all financial issues that impact their SMSF investments.
- Annual Financial Statements and Tax Return
- Annual Audit
- Quarterly Face to Face Review
- ASIC Compliance
- Access to Financial Planner within reasonable limits
- Liaise with 3rd parties e.g. Centrelink
- Proactive telephone notifications from Financial Planner
- Priority access to Financial Planner
- Invitation to annual seminar