Self Managed Superannuation Funds (SMSF's) are the most highly regulated entity in Australia. The requirements on the members are onerous and if you choose to ignore them, penalties are substantial.
We maintain and process your SMSF on a regular basis, which allows us to provide you with timely advice, keep on top of your compliance needs, and help keep you informed on the progress of your retirement savings.
By leveraging technology, bank transactions, share transactions, and managed investment transactions can all be automatically sent to our software - minimising the time you need to spend collating documents and chasing missing items. By having this information available to us in real time, we can help avoid problems before they occur.
All of this is done for a monthly fixed fee so you know what your commitment is in advance, avoiding "bill shock" at the end of the year.
For more information about our SMSF packages, simply contact us.
*All prices quoted include GST