Strategic Self Managed Super Advisors have developed a program to directly manage your risks as trustees to always act prudently and to ensure that you comply with the obligations as trustees of your SMSF.
We have designed the program to be as simple as possible, whilst providing you with everything you need to comply at a very affordable cost.
As part of the SMSF Care Program you will receive:
- One strategic appointment with our licensed Financial Advisor per annum. The appointment will include a review of your current SMSF investment strategy and life goals;
- Preperation of one SMSF Investment Strategy
- One SMSF Investment Strategy Update per annum
- Concessional and Non-Concessional Contributions planning;
- Communications including Monthly Newsletter and Special Bulletins to keep you abreast of important changes to the laws effecting your SMSF;
- Open communication with our advisors by email or telephone for technical issues; and;
- Access to our Professional Partner Legal Document Network which entitles the SMSF to receive legal documents at our professional price list.
Also included in our Total SMSF Care Program:
- Preparation of Financial Statements and Income Tax Return for the current financial period*
- Preparation of Audit of Financial Statements*
*These tax and accounting services are NOT associated with MyPlanner Australia Pty Ltd AFSL No. 345905
