“The administration of our clients' self managed funds by SMSF Works has taken the day-to-day responsibilities, and associated worries, of maintaining our clients' funds away from us. With the ongoing compliance monitoring required by legislation regulators, we now rely on the professional advice and support provided by SMSF Works.
“We have access to dedicated people who, as a team, provide advice specifically designed to the needs of our business. Phil, Keith and Gail are specialists in their respective fields and are fully familiar with our needs. “We have found the advice and recommendations well researched and tailored to our situation. All dealings have been professional and friendly. Strategies have been implemented efficiently and in an open and cost effective manner.”
Amber – principal of a financial planning group