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.

Email or Call 08 9492 2000
General Advice Warning
The content of this website is of a general nature only and has not been prepared to take into account any particular investor's objectives, financial situation or particular needs. Australian Superannuation & Compliance (ASC) does not provide financial product advice or recommend any financial products: This applies equally to those financial products which are established for your SMSF when you become a client of ASC. We recommend that you seek professional advice from a financial adviser before making any decision to purchase any financial product including establishing an SMSF.
While the sources for the material are considered reliable, responsibility is not accepted for any inaccuracies, errors or omissions. When establishing a SMSF it is important to understand that additional fees may apply that must be carefully considered prior to making a decision to setup a SMSF including an ATO Supervisory Levy , Company Trustee Setup Fee (where applicable) and Investment Fees .
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