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.

 

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  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


 

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Declaration





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.