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