SMSF is a growing part of many financial advice firm, and we can help your firm with SMSF administration and compliance.
Client wants predictability, efficiency, transparency and value for money.
To us, value means high-quality work at a competitive price.
Our pricing certainty is one element that can makes your firm's SMSF offering more competitive and brings value to your services. Whether you incorporate the SMSF administration and compliance into a packaged fee or seperately charged, our flat fee allows you to better price your services.
With our SMSF administration and compliance services, there is no fee variation and no additional charges. There is no asset restrictions, and the cost includes audit by an external independent auditor.
Our flat fee model make clients happier. It gives clients peace of mind because of price certainty, and tick the box for value.
We work with you to understand your processes, and tailor our service to fit into your processes. We offer transitional support to help smooth the transition to our services.
