Our experienced team can provide free technical support to the advisers we work with. The topics might include SMSF strategies, pension and contribution options, advice around software choices and suggestions for trustees facing complex issues. Over many years working with a variety of funds our team can provide clarity in a practical way.
In addition, if you need a hand with Property Valuations or Title Searches to assist your auditor to estimate the value of a property or the ownership of a property we have a solution. For a list of fees please click here.
We have developed an interactive Investment Strategy Preparer for Trustees. It was built by an experienced SMSF advisor and we believe it helps trustees work through many of the common concerns which trustees should address. You can start a strategy yourself or you can forward the link to your client. We believe that either completing your own or using our investment strategy preparer is time well spent in the ongoing management of the fund. See our example strategy or go here to start your strategy.
If you require new funds or variations to existing funds we can assist. Where clients require new funds, we can arrange for deeds, corporate trustees and property trusts. For a list of fees please click here.
Our services continues to grow as our client base needs grow. If you need a hand with something, please speak with us.
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