| | |  Introduction
Whether you are searching for a state of the art trust deed or deed upgrade, a purpose built corporate trustee, a private instalment warrant, a pension establishment or comprehensive fund compliance and administration services we can assist. Our Financial Services Guide explains how whilst our fees are clearly stated in our fee schedule and Product Disclosure Statement. | | Superannuation Borrowing From the 24th September 2007 the use of instalment warrants in self managed superannuation funds has been given the force of law.  read more |
| |
| | Fund Administration & Compliance Service This is our primary service. We differ from most of our competitors as we charge the same fee for pension and accumulation funds charge a flat fee based on investment numbers not fund size assist in monitoring and/or rectifying compliance on a daily basis include GST registration and BAS processing at no charge charge the same fee irrespective of member numbers provide a PDS for trustees and advisers process information daily instead of yearly provide web reports of fund activities 24/7 lodge the fund tax return at no charge
Note that all tax related services are delivered by a registered tax agent. No additional fees are charged for this service. read more |
a quality product that has not only been designed to cater for the needs of today’s SMSF members but is continually tested and revised to ensure that it is always at the leading edge.