Services We Offer

SMSF Annual Administrative Service includes:

  • Secure document portal

  • Financial Statements including Graphical analysis of results

  • Member Statements

  • SMSF Annual Return

  • Instalment or Business Activity Statements

  • Payment Summaries for Pensions and/or Lump Sums

  • Fund Minutes and where applicable member notifications

 

All funds are reviewed by a SMSF Specialist.

 

SMSF Online Access Service includes:

  • Real time investment performance reporting

  • Secure client login

  • SMSF Annual Administration Service

 

To activate this service all data feeds required.

 

Other Services include:

  • Mailbox for all investment mail

  • Fund Establishment and Registration

  • Pension Establishment Documentation