NAV

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

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End-to-end solution


A complete wholesale solution for your SMSF clients.
Offering efficiency, simplicity, choice and flexibility whilst bolstering your margins.


Pension Establishment and Commutation

SMSF Education

Borrowing Trust
Establishment

Accounting and Tax

SMSF Establishment

Audit and Compliance

Compliance Advice

Corporate Secretarial

SMSF Restructure

Corporate Trustee Establishment

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Expect MORE


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250+ ACCOUNTING and FINANCIAL
PLANNINGS FIRMS ACTIVELY ENGAGED

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6,000+ SMSF's ADMINISTERED and AUDITED

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14+ YEARS OPERATING

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130+ HIGHLY SKILLED TEAM MEMBERS

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50+ SMSF's CREATED EACH MONTH

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