Our free Link option helps you lower your operating costs.
Under our standard wholesale service, we have little to no direct contact with trustees. The adviser’s office is the central point for all communications. We have no problems with this and know that many advisers would have it no other way.
Some advisers, however, would prefer to have less involvement in this process for selected clients such as those who;
- are particularly fee sensitive
- are self-directed investors requiring primarily strategy and structural advice
- have a large component of non-data fed or direct investments such as real estate
- want to have a more proactive involvement in their fund’s administration
We already provide significant structural assistance via our unique SMSF Toolbox, incorporating our fund analysis tools and technical support. The Link option allows you to reduce your workload further by allowing trustees the ability to tag documents to unmatched items or satisfy other general requirements as well as access their stored document folder. You retain both visibility and control over all contact. If you choose, trustees may also access a full suite of online SMSF reports.
There is additional cost for these options.
If you wish to discuss further please contact David Busoli, email@example.com or 0499 778 584 or register as an Alliance Partner.