We offer you communication & reporting options to suit your needs and budget
Our comprehensive and all inclusive self managed super fund service provides you with comprehensive investment strategy backed up with expert administration & compliance assistance.
ASC can offer you a choice of 3 different packages that cater to a range of budgets and service level requirements.
Depending on which package you select you can benefit from the following services.
Communication & reporting services include:
- Annual reporting & review
- Face to face meeting
- Email and phone support for all Super queries
- Superannuation updates and newsletter
- Invitation to events and education sessions
- Access to personal accountant
- Quarterly reporting & review Including Reports uploaded to Document Portal
- Performance reporting
- Weekly Reporting and reconcilation of investments
- Weekly updating of investments where appropriate
- Contacting Brokers, Investment providers and settlement agents
- Weekly Bank account listing and reconcilation reports
- Access to your peronsonal Manager and Director
Give us a call or email to discuss your SMSF needs.
Setting up and managing your own SMSF can be a daunting and expensive task, especially if you get it wrong.
Got a question? Or to book a FREE appointment to discuss your situation, drop us a line to discuss your personal situation.