CLASSIC SUPER PACKAGE from $1,850 plus GST
Our Classic Super Package is an administration service suitable for funds with more complex investments such as managed funds and international shares. This package allows for limited recourse borrowing arrangements and includes administration of one investment property.
The package includes assistance with rollovers from your existing super fund to your new SMSF, reconciliation of non-data fed assets such as international shares and artwork, as well as administration of account-based or other pension types.
- Daily online access via your personal and secure super fund dashboard, available on any device
- Quarterly reconciliation of all transactions
- Flexibility to choose where and how you invest
- Support from a dedicated client manager
- Fund compliance activities, including preparation and tax return lodgement
- Rollover facilitation
- Access to education seminars and tools