We offer the best range of SMSF documents and strategy kits; supported by Australia’s leading SMSF Law firm.
|†||Single-use licence only for one member of one SMSF (eg, to document one SMSF wind up).|
|#||Single licence for the same SMSF for a 12 month period (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 for a 12 month period (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).|
We can also provide:
- multi-use licences and volume discounts to approved advisers; and
- tailored documents and advice for specific client circumstances and a full range of SMSF legal services.
Documents are emailed in PDF format. Please add $75 for hard copy dispatch per kit.
For more details, please contact us.