From $4,995 p.a.
Our full-featured, concierge administration service.
Ultimate is a full administration service requiring minimal input from you. It caters for all types of assets including complex investments such as overseas property and unlisted equity.
Included in the price are fund compliance activities, audit, facilitation of rollovers from your existing super fund to your new SMSF, administration of non data fed assets and properties, and maintenance of corporate trustee companies. Also included are activity statements (IAS and BAS), changes to trustee structure, pension set up and administration, access to linked services and up-to-date reporting.
- 24/7 access and up-to-date reporting via our innovative dashboard, available on any device
- Fund compliance activities including tax lodgement
- Set up of unlimited pension accounts
- Rollover facilitation
- Corporate Trustee and company maintenance
- Provision of activity statements (BAS or IAS)
- Change to Trustee structure
- Audit services through our preferred provider
- Actuarial certification (account-based pensions) through our preferred provider
- Access to education seminars and technical services
- For more refer to our Financial Services Guide
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