Advisers & Accountants

Your clients will have access to market leading expertise in relation to self-managed superannuation;

You will receive access to our technical support services;

You will be dealing with an independently owned firm that does not provide competing financial advice or investment products;

You will minimise the amount of time you and your clients need to spend on administration and compliance matters; and

You will greatly reduce the risk that any of your clients’ funds will breach their obligations or become non-compliant.

With the written agreement of your client, we can deduct your fees directly from the fund assets and pay them to you on a monthly basis.  Fees can be levied as a fixed dollar amount or as a percentage of assets;

We also understand that some accountants may want to retain responsibility for the fund tax return or fund audit.  In such cases we are able to offer a modular range of services allowing you to select only those services that you wish to utilise.