SELF MANAGED SUPERANNUATION FUND SPECIALIST

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.