Essentials  Essentials

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.

Features

  • 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

Administration

Standard inclusions:

  • 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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