HIGH VALUE NEED
- Ensure all obligations as the trustee of your SMSF are met.
- Ensure the Trust Deed is up to date.
- Ensure the SMSF meets the Sole Purpose Test.
- Continue to adhere to the established Investment Strategy at all times.
- EnsureTrustee suitability.
- Ensure all records of the SMSF are kept up to date.
SPECIFIC STRATEGY
- Adviser and Accounting Services
OUTCOME
- Certainty that all SMSF Administration requirements are met and avoid any issues with the ATO.
- Peace of Mind knowing that you will not breach Super Legislation and incur any fees or severe penalties.
- Full detailed Online Access to your superannuation savings 24/7.

