To support our core services we can provide a range of extra 'add-on' services to make running your SMSF easy.
There are many that seek to provide you with an SMSF service but few that devote themselves to it or are capable of providing the full package.
ASC can offer you a choice of 4 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.
- Facilitation of actuarial and legal services
- Transition from another provider
- Winding up a fund (may require SOA)
- Annual Centrelink Review statement assistance
- Assist with brokers forms and payment
- Administation of share trades
- General accounting and SMSF Consulting
- Pension Establishment (may require SOA)
- SMSF Technical Advice
- SMSF Planning
- Transition to another provider
- Statement of Advice (SOA)
- Establish SMSF as individual (may require SOA)
- Establish SMSF as Corporate Trustee (may require SOA)
- Annual Audit of fund
- Actuarial Certificate
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.