New Product

3 Sep 2017

Written by

David Busoli, Principal

We are excited to announce a new product solution for your clients – E-PROCESS!

With a fixed fee price of $990 ($82.50/mth) for administration and a reduced yearly audit fee of $250 it is an affordable product with the same high quality features you expect from us.

E-Process is a wholesale, download only solution. This means it applies to a restricted list of products that have proven to download to our systems without the need for manual intervention. To qualify, a fund must have a Macquarie Bank Cash Account, be paying monthly fees and only have investments in the following options for the full financial year.
• BT Wrap
• Colonial First State
• Macquarie Wrap
• ANZ Share Investing
• Bell Potter
• Wilson HTM
• NAB Trade
• CommSec

If a fund starts the year on E-Process, then invests outside of these parameters, its pricing will revert to the standard pricing of $160/mth for the rest of the year. The yearly audit fee will also revert to the standard pricing.

Keeping you up-to-date with what you need to know about SMSFs. Subscribe to get our updates delivered straight to your inbox.

RECENT

More SMSF News

Death & Taxes

Death and Taxes are important superannuation issues. There can be significant differences in tax payable depending on...

read more

Happy New Year

This year sees an increase of the general transfer balance cap from $1.9m to $2m. This means that a pension commencing...

read more