New Value Add Enhancement for Advisers

New Value Add Enhancement for Advisers

The need for financial planners to stay abreast of the ever-changing rules affecting their clients is a challenge. This is particularly so with age based rules. Our proactive birthday alerts provide advisers with 28 days notice of the specific rules (there are currently 15 age variations) that will apply to their SMSF members from their next birthday. The alerts also include strategy tips and warnings.

If you’d like to discuss this, or the various other unique wholesale SMSF services we provide, please give David Busoli a call on 0499 778 584.