We’re currently offering new partners:
20% off your current provider’s fees,
OR
a 10% discount on our standard SMSF fees
whichever results in greater savings. Simply provide your most recent invoice for comparison.
In addition we provide:
- A seamless transition process — we handle everything, from data migration to software setup.
- A state of the art workflow portal so you can easily communicate and track your funds
- Direct access to experienced professionals — not just a helpdesk queue.
let’s have a quick chat and we can confirm the fees and answer any questions you may have. No obligation, just clarity.
Call me on 0438 438 120 or reply to this email to get started.
Gerard