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.
Transferring Funds to Us
Your clients have probably been paying non-refundable administration fees to their current SMSF administrator for the 2021 financial year’s work so they’ll be reluctant to shift and have to pay again. Under our special offer we will waive our standard administration fees for the completion of the 2020 – 2021 accounts provided that the fund has been paying non-refundable administration fees to a previous administrator for the same work. Statutory charges, audit, actuarial and ancillary fees, as per our fee schedule, will still apply.
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 new service option?
If you wish to discuss these offers further please contact David Busoli, firstname.lastname@example.org or 0499 778 584 or register as an Alliance Partner.