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
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