Self Managed Super Fund (SMSF) Services
Our SMSF advisors are on hand to assist with SMSF administration services, documentation, portfolio management, consulting and ongoing technical support.
Documentation
Click through the below SMSF documentation forms for fees and service schedule.
- New Super Fund Establishment
- Variation of Existing SMSF Trust Deeds
- Trustee Company Establishment
- Limited Recourse Borrowing - Special Purpose Property Trust
- Pension Establishment - Account Based Pensions - Transition to Retirement Income Streams
- Lump Sum Payments
- End of Year Accounting and Audit
- Full SMSF Administration Service
Portfolio Management Service
Providing Trustee’s with access to our online portfolio service. Keeping you up to date with your fund investments and simplifying the end of year accounting and audit process.
Features include:
- Daily valuation of investments
- Portfolio Reports
- Automatic update of dividends
- Automatic update when buying or selling assets
- Consolidated portfolio valuations including shares, direct property, syndicated property and full range of unit trusts.
Consulting Service
Assistance with all strategic issues related to the operation of self managed super.
This service is charged at an hourly rate subject to client circumstances and may include outsourcing of various components for specialist legal, estate planning and tax advice.
Ongoing Technical Support
Ongoing technical support via email to assist with those day to day general queries in regard to their self managed super fund.