Our team includes SMSF administrators, who complete the administrative functions of the SMSF in-house and on-site. These tasks are undertaken along side and co-ordinated by the advisers to your portfolio.
We feel it is important to communicate this competitive advantage to clients.
Having the adviser and administrator of your SMSF work together is one of the keys to growing your wealth. Administrative and advice decisions are co-ordinated in ‘real time’, not after the fact, at later time or in the next financial year. Decisions are made when they matter the most – now.
Co-ordinating the advice, compliance and administrative functions of your fund helps ensure superannuation trustees get the best out of their fund in every respect.