Bulk Transition offer

Take up the offer on our Essentials or Ultimate services

We are offering discounts on bulk transition applications that are received by 30 July 2018.




  Essentials - $2,095*


Designed for flexibility and a broader investment range

  • 24/7 access to our dashboard and linked services
  • Fund compliance activities, including tax lodgement
  • Administration of pension and up to five manual assets, including property and LRBA
  • Rollover facilitation




Great reasons to make the switch

Terms and conditions

1. Application must be received by Monday 30 April 2018. 2. Both transfer and new funds are eligible. 3. 10% discount for 25+ funds, 20% discount for 50+ funds. 4. Must enter a 3 year contractual agreement. 5. Discount applicable to base SMSF Administration Fees in the Essentials and Ultimate services. Full charges for ancillary services apply.