ANCILLARY SERVICES
Bare Trust Establishment
- Bare trust deed
- Minutes of meetings
- Compliance documentation
- Loan documentation
- Signing package
Bare Trustee Establishment
- Company constitution
- Certification of registration
- Company compliance documentation
- Resolutions
- Signing package
Actuarial Certificates
- Tax exemption certificate
- Year end adequacy report (as applicable)
Technical and Strategic SIS Advice
- Per consultation
End-to-end solution
A complete wholesale solution for your SMSF clients.
Offering efficiency, simplicity, choice and flexibility whilst bolstering your margins.
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Pension Establishment and Commutation
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SMSF Education
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Borrowing Trust
Establishment
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Accounting and Tax
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SMSF Establishment
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Audit and Compliance
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Compliance Advice
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Corporate Secretarial
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SMSF Restructure
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