- We offer the following strategy and compliance kits to assist SMSF trustees and advisers, click here for a full summary.
- In addition, we also offer numerous pension kits to assist SMSF trustees and advisors.
| Description | Fee |
|---|---|
| SMSF to SMSF Roll-Over Kit | $330 |
| SMSF & Unit Trust Kit | $440 |
| Investment Strategy Kit | $440 |
| Investment Reserving Kit | $440 |
| Anti-Detriment Memo | $550 |
| Crystallisation Kit | $220 |
| SMSF Borrowing Memo | $220 |
| Trustee Compliance Kit | $150 |
| SMSF & Estate Planning Report | $99 |
| SMSF FY2012 Compliance Kit | $150 |
| Lump Sum Kit | $330 |
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