From $2,095 p.a.
Designed for flexibility and a broader investment range.
Essentials is a mid-tier administration service and caters to funds with more complex investments such as a commercial property or collectible assets.
It includes facilitation of rollovers from your existing super fund to your new SMSF, segregation set-up and administration, reconciliation of non-data fed assets such as collectibles, as well as administration of account-based and defined benefit pensions.
- 24/7 access and up-to-date reporting via our innovative dashboard, available on any device
- Complete freedom to choose where and how you invest
- Fund compliance activities, including preparation and tax lodgement
- Support from a dedicated client manager
- Access to education seminars and technical services
- Unlimited data-fed investments (i.e. assets which provide transaction information electronically)
- Five manual assets, including a maximum of one investment in residential or commercial property
- Two pension accounts
- Daily valuation of data-fed assets
- A range of additional services and investments are available, however additional charges may apply, for more refer to the Financial Services Guide
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