SMSF Admin Transfer Offer

1 May 2021

Written by

David Busoli, Principal

If you are seeking an upgrade to your SMSF administration arrangements to one that features;

  • efficient communication
  • on time lodgement
  • extensive analytics that identify over 20 potential opportunities and alerts assisting you to add value to your client base
  • the sectors leading Investment Strategy tool
  • rapid technical question responses
  • optional auto pension commutations to maximise TBAs
  • and much more

then you should consider us.

As we approach the end of the 2020 lodgement period we have excess capacity that allows us to provide you with a special offer. We will waive our base administration fee to complete the 2020-2021 accounts for any SMSFs where we receive an administration transfer application by the end of July. That’s a maximum saving of just under $2,000.

Note that this is offer is restricted to financial advisers and accountants as we do not service direct trustees.

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