SMSF Admin Transfer Offer
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.