New SMSF, Corporate Trustee and Bare Trust establishment

Annual administration service

Internet-based reporting and ‘anytime’ access to information

Maintenance and updating of Trust Deeds

Appropriate investment advice and maintenance of formal Investment Strategies

Integration with Estate Planning

Preparation of annual returns using specialised SMSF software

Co-ordination of expert tax and audit services

Transition to retirement and pension calculations

Expert investment and financial planning services

Other statutory requirements