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How we work

How we work

How we work

We take a flexible approach.

A flexible service that is build with you in mind

We take a flexible approach. We work with you and adapt our processes to meet your needs, not the other way around. Our objective is to make it easier for you - simple things like reducing the amount of your paperwork by obtaining it direct from source.

Send documents to us the way you are confortable with - electronically, hard copy or see us in person. You can provide your SMSF's documents to us as you receive them or at year-end. It's up to you.

Less paperwork

With our Premium service - You invest, we report. Don't wait for annual or quarterly report. Get secure online access to timely financial information for your SMSF. We can receive data directly from many banks, brokers and investment providers. Easier and less paperwork for year-end tax compliance and audit.1

1 note that certain documents, such as bank statements, are required for audit purposes.

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