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Service Suite

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


ICON

Core Services

Accounting
Tax
Compliance
Audit
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Deed Services

Fund Establishment
Trust Deed Upgrades
Trust Deed Amendments
Corporate Trustee Establishment
Corporate Trustee Upgrades
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Benefit Services

Pension Establishment
Pension Commutation
Lump Sum Documentation
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Ancillary Services

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

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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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