We take care of the paperwork so you can focus on the more important matter of guiding clients through their SMSF journey. Our Foundation service is designed for your clients who intend to invest in cash, term deposits, listed Australian equities or have their assets held in a platform.
The comprehensive annual base fee covers year-round fund administration, compliance monitoring and regular fund reconciliation.
Our online dashboard enables easy collaboration between your client, yourself and our team to monitor your SMSF compliance, investments, contributions and pension requirements.
Timely reconciliation of your client's funds backed the industry-leading data feed connectivity; so you can see an updated view of your client's SMSFs and track contributions and pensions.
Client Management to assist with your daily queries backed by a team of SMSF specialists and professional accountants to maintain your funds day-by-day.
Preparation of annual financial statements, SMSF annual tax return and independent audit provided by our audit partners.
Preparation of any event-based Transfer Balance Account Reporting (TBAR) to the ATO.
Free webinars, monthly newsletter and access to our leading team of experts for your personalised SMSF queries.
Access to a range of financial product and service providers at your discretion.
Access to our leading team of experts for your personalised SMSF queries.
Access a range of service your client's SMSF may need such as trust deed upgrades, company establishment and company secretarial services.