More details can be found
You can turn off your cookies collection and tracking in your browser settings.
A feature-rich SMSF administration service for all types of SMSF investments.
Our Platinum service is designed for your clients who have a diverse range of SMSF investments and want a premium service to ensure their retirement future is in good hands.
We take care of the paperwork so you can focus on the more important matter of guiding clients through their SMSF journey.
A feature-rich SMSF administration service with a high level of service inclusions including:
- unlimited pension establishment, commutation and restructures
- unlimited property administration
- unlimited LRBA administration
- lump sum payment of benefits
- facilitation of payments for your SMSF such as rental related payments
- concierge services including facilitation of payments
The annual base fee covers year-round fund administration, compliance monitoring, and regular fund reconciliation.
For a new SMSF, ensure your clients have:
• Chosen a name for their SMSF
• Personal details for each member including tax file numbers
• If they intend to use a corporate trustee, the name they would like to use for this company
• Identification documents for themselves and each fund member, eg. driver’s license, Medicare card, passport