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 June 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
Value for money
A trusted partner
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.