I have had my own self managed superannuation fund since 1996 and am often asked about the people looking after my fund and the reasons for choosing SMSF Works as my service provider.
In a nutshell the key factors determining my choice include:
- excellent knowledge of SMSF rules and regulations;
- up to date and advice that ensures you are always “up to speed” with any changes;
- a proactive approach that ensures you are aware of the options facing the fund at different times in your life;
- a “client first” service attitude that makes you feel like “your fund” is their key priority;
- a cost efficient service that delivers comprehensive reporting in an effective manner; and
- great written and verbal communication skills.
I have no hesitation in recommending SMSF Works for either the establishment of a new fund or the on-going compliance requirements and associated advice.
Doug - SMSF Trustee