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The Service is a complete end-to-end SMSF administration service.

Key features include:

  • Fund establishment service
  • Ongoing administration service
  • Year end tax and statutory reporting
  • On line access to daily reporting of portfolio balances
  • Establishment of a cash management account
  • Preparation of fund minutes
  • Preparation of lump sum and income stream documentation
  • Preparation of death benefit documentation
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