Establishing an SMSF – straight out of the box, plug and play

1. Your adviser inputs your data online
2. We then send your adviser the establishment kit with pre-prepared application forms
3. All you have to do is review, sign and return them
4. We take care of the rest

Running an SMSF

You take care of the investment – portfolio construction, investment selection (unrestricted by BOB) and execution

We manage all the reporting (online)

Year end reporting

• Accounts and tax
• Audit
• Tax lodgement