When you're trying to decide who to use for your SMSF, it's likely you have a lot of questions you want answered. We thought we'd put answers to some of the more common questions we get asked in one place to try save you some time.

Q. Why a fixed monthly fee?

A. Running your own SMSF can be a daunting task with very strict ATO rules on compliance and investments. Providing fixed fees gives our clients peace of mind about the cost of administration for their SMSF and also gives them ongoing access to SMSF Specialist Advisors who are on hand to answer any questions that may come up regarding the SMSF.

 

 

Q. How do I know whether my investment
is allowed?

A. Ask us! The main reason for setting up your own SMSF is to take a control over the fund and invest your balance the way YOU want. However there are very strict rules on how superfund money can be invested and it is YOUR responsibility to ensure you comply with these rules. If you ask us, we'll give you the answers so your SMSF is always compliant

 

Q. Do I have to use a certain bank, broker
or other platform?

A. We can work with any bank or broker you may choose to open an account or invest with. It's your SMSF & you are in control of which bank/investment advisor you use. We are flexible with the types of documents and records we can use for processing your accounts and do not impose our preferences on our clients.

 

Q. I already have a SMSF – are you still able
to help me?

A. You do not need to set up a new fund as we can take over all the annual compliance for your existing superfund. Once you have signed up with us, we will require your prior records from your former accountant. We will be able to contact your former accountant to arrange this.

 

Q. Is there any lock in or minimum term?

A. There are no lock-in contracts or minimum terms with our service. We want our clients to use us because they want to, not because of a legal obligation!