|†||Single-use licence only for one member of one SMSF (eg, to document one pension for one SMSF member).|
|#||Single licence for multi-use by the same SMSF (eg, to document a number of investment strategies for the same SMSF).|
|*||Single licence for multi-use by one user of the same firm, in the same office (eg, one user in an adviser’s branch office can use on numerous occasions but each other user or office would require its own licence).|
For information and prices relating to our Succession Planning services, please click here.
To download our costs agreement, please click here.