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 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 fees are clearly stated in our fee schedule
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Superannuation Borrowing
From the 24th September
2007 the use of instalment warrants in self managed superannuation funds has been
given the force of law.
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Fund Administration & Compliance Service
This is our primary service. We differ from most of our competitors as we
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charge the same fee for pension and accumulation funds
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charge a flat fee based on investment numbers not fund size
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assist in monitoring and/or rectifying compliance on a daily basis
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include GST registration and BAS processing at no charge
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charge the same fee irrespective of member numbers
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provide a
PDS for trustees and advisers
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process information daily instead of yearly
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provide web reports of fund activities 24/7
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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.
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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.