If you’d like to upgrade the SMSF service levels your clients are receiving to Strategic Administration then we have an offer for you.
While their SMSF’s 2018 returns have been completed, your clients have probably been paying non-refundable administration fees to their current SMSF administrator for this financial year’s work so they’ll be reluctant to shift and have to pay again. Fortunately we are prepared to assist by crediting them with the number of months they’ve already paid. That means our monthly fee will not start until they’ve transferred onto our systems even though we’ll have to redo the processing back from July 1st. Our only fee will be our yearly one off fees such as audit, actuarial, ancillary and statutory charges which are payable when the 2018-2019 accounts are completed.
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 the transfer 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.
If you’re an SMSF service provider considering the outsourcing of your own funds, but do not have sufficient alternative work to offer to all your current staff, we may be interested in employing them.
If you wish to discuss this offer further please contact David Busoli, firstname.lastname@example.org or 0499 778 584 or register as an Alliance Partner.