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Service suite

A full suite of services to bolster your SMSF client offering.


ICON

Core Services

Accounting
Tax
Compliance
Audit
ICON

Deed Services

Fund Establishment
Trust Deed Upgrades
Trust Deed Amendments
Corporate Trustee Establishment
Corporate Trustee Upgrades
ICON

Benefit Services

Pension Establishment
Pension Commutation
Lump Sum Documentation
ICON

Ancillary Services

Technical & Strategic SIS Advice
Bare Trust Establishment
Bare Trustee Establishment
Actuarial Certificates
SMSF Eduction

Expect MORE


200

200+ ACCOUNTING & FINANCIAL
PLANNINGS FIRMS ACTIVELY ENGAGED

5,000

5,000+ SMSF's ADMINISTERED

12

12+ YEARS OPERATING

80

80+ HIGHLY SKILLED TEAM MEMBERS

50

50+ SMSF's CREATED EACH MONTH

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