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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

Bare Trust Establishment
Bare Trustee Establishment
Actuarial Certificates
SMSF Education
Technical and Strategic SIS Advice

Expect MORE


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250+ ACCOUNTING and FINANCIAL
PLANNING 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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