If you’d like to upgrade the SMSF service levels your clients are receiving to Strategic Administration then we have a special offer for you.
We will waive our base administration fees for the 2020-2021 accounts preparation for any SMSFs where the transfer process has begun prior to the end of July 2021. Ancillary fees, including audit, will still apply. We can do this as, with the finalisation of the 2020 accounts, we have access capacity.
Where your clients have been paying non-refundable administration fees to their current SMSF administrator for the financial year’s work they will not be disadvantaged as we will do the work they have paid for. Where no fees have been paid to date your clients will receive a bonus.
If you think transferring is too much hassle we can show you how it can be completed with a minimum of fuss as we do almost all the work.
Importantly, our reasonable expectation is that funds that transfer to our service under this special offer will remain with us for at least 3 full fee-paying years unless they leave your influence, the fund is wound up due to the death of a member or our service standards fail. This offer is not applicable to funds that are intended to be wound up or to those that are only given to us to “fix”. We are confident that we can rely on your good will to utilise this concession fairly.
Our standard monthly fees will apply from 1 July 2021.
Perhaps you’d also like to consider our innovative Link option?
If you wish to discuss these offers further please contact David Busoli, email@example.com or 0499 778 584 or register as an Alliance Partner.