SMSF Update Subscription

With Australia’s ever changing superannuation landscape, it seemed appropriate to develop a service which could keep all of your SMSFs up to date. We believe we’ve achieved this without making it overly burdensome.

The SMSF Updates Subscription makes it easy for advisers to manage clients will the same set of rules for all their funds, and trustees benefit from an adviser who is up-to-date with their fund.

Creating efficiencies and reducing friction at every point of the process allows us to offer this streamlined service at a low cost.

On the anniversary, the fund receives access to a resolution to adopt changes, an updated PDS and updated deed, if applicable.

A fund can join the SMSF Updates Subscription
either at establishment, upon varying the deed or at any other time. It is $88 per fund, per annum to subscribe. This can be organised as a direct debit to be paid by the trustee or the practice, depending on your preference. Further, you can unsubscribe a fund at any time, without penalty.

Need more? Call our friendly team on +61 (0) 3 9209 9799