Service Packages

Service Packages

ServicePackage-Graphic-500px1Access the benefits of our specialist SMSF support

Our supported self managed super fund (SMSF) service provides you with a comprehensive investment strategy and expert administration assistance. When you partner with us, you will enjoy transparency and remain in control of your fund, but with the benefit of specialist support services, including:

SMSF accounting and administration

  • compliance paperwork
  • pensions
  • financial statements
  • audit and actuarial requirements
  • online reports.

Proactive investment advice

  • tailored investment recommendations
  • active management of cash accounts and term deposits
  • access to new investment opportunities
  • informed insights from our Investment Committee of highly experienced financial experts.

Market insights and educational expertise

  • regular market commentary from our Investment Committee
  • invitations to seminars, investment presentations and networking events.

Upgrade for an integrated financial solution

If you are seeking a more comprehensive integrated financial solution in addition to the benefits of our full SMSF support service, upgrading to our Gold Service also delivers you:

  • more regular portolio reviews
  • invitations to exclusive investment seminars
  • access to strategic financial, estate planning, property and mortgage advice at discounted fee-for-service rates.