Our Services
Our SMSF services are designed and tailored to meet the needs of our clients.
We offer cost-effective solutions that allow you to create greater efficiencies and free up your time and resources to focus on other value added services.
We offer a full range of SMSF Administration and ancillary services as follows;
- Annual Administration only
- Daily Administration
- Annual Administration and facilitation of Independent Audit
- Tax Return Lodgement (where client firm is not a tax agent)
- Facilitate Independent Audit only service
- SMSF Bookkeeping
- ASIC Registered Office
- Full suite of Documentation (SMSF, Non SMSF, Legal and Estate Planning documents)
- Technical Support via a help desk
- Training via webinars and seminars (CPD points apply)
- Facilitate Estate Planning services (via preferred specialist provider)
- Software Conversion (we are software agnostic and are proficient on BGL, Class and Supermate)