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Plant Mirror Reflection

SMSF for Individuals

If you’re ready to stop wasting time and energy stressing over your SMSF compliance, you’re in the right place. 

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What do you do next?

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01

Initial Consultation

Let's meet! Book an Introductory Meeting to get to know each other and find out how we can help.

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We will follow up with a more detailed discovery meeting to determine the scope of services required.

02

Engagement & Appointment

We will outline our proposal, fees and terms of engagement - so there are no surprises!

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03

Transfer Records

We will reach out to your existing accountant to obtain all information to bring your Fund up to date on our system

04

Ongoing Service

We collaborate with you to ensure your SMSF's compliance and administration requirements are met throughout the year.

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General Information Warning & Disclaimer

 

All information contained on this website is provided as an information service only and, therefore, does not constitute, and should not be relied upon as, financial product advice. Seek financial advice before making a financial decision.

 

From time to time we may produce information or content about specific financial products or services that enable access to specific financial products however we do not recommend, endorse or confirm as suitable any financial product or service featured on our website or social media assets. It’s not compulsory to utilise a specific account or service provider to be a client, however the types of accounts, investments and service providers you use for your SMSF will determine the fees your SMSF is charged.

 

Liability limited by a Scheme approved under Professional Standards Legislation.

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