As well as providing you with superior technology & transaction processing services for your clients’ funds, you also have ready access to our in-house experts for advice and guidance.  Our experts become your resource pool when devising strategies for your clients, adding to the technical depth of your practice.

Our Manager, Annette Sheppard, & our team of specialised staff are on hand to provide technical advice & guidance on SMSF strategies you are considering for your clients.  In fact, we encourage you to contact us if you are considering any new strategies or are seeking unique solutions for your clients so we can explain the full impact before implementation.

As a full service SMSF specialist, we can also provide guidance & implement specific changes to your clients’ funds that are required from time to time such as transferring assets from overseas schemes, winding up a fund, addition or removal of trustees, etc.  It’s all part of our complete service to you, we take away the risk & complexity associated with the operational aspects of your clients’ SMSFs so you can provide a total focus on your core capabilities of providing your clients with the best possible advice.