15th March 2016

15 Mar 2016

Written by

David Busoli, Principal

We are pleased to announce our first ever special offer!

Transfer any existing SMSF to our service & we will not charge our standard administration fee for completing the 2015/2016 financial year work. This is a saving of at least $1,132.

This is a limited offer commencing now and expiring on the earlier of September 1st or when 100 qualifying funds have accepted the offer.

The following conditions apply

Fees for auxiliary services such as actuarial and audit fees will be charged as will fees for additional fund administration and services as per our published fee structure.
Each fund must remain on our service for three further financial years or the waived fee will be charged.
Our standard monthly fee for next year’s work ($155/mth) will commence from 1st July 2016 and be paid monthly.
This offer is for referring advisers and accountants only.

If you’re interested, or would like to register some funds now, please let us know.

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