SMSF Service Packages

Self Managed Retirement Systems offers a range of packaged, as well as tailored ongoing service solutions to suit the specific needs of any fund trustee. We can assist in the ongoing compliance requirements and provide comprehensive strategic advice to ensure you are obtaining the desired results from having a SMSF.

Our ongoing service packages include:

Private Client Package:

The Private Client Packaged is tailored towards smaller funds (less than $350K in assets), or funds that are new to the SMSF market and are looking for limited advice in relation to fund establishment, investment strategy and meeting ongoing compliance requirements.

This package includes:


Platinum Client Package:

The Platinum Client Package is tailored to medium to large fund ($350K-$2M assets). This package offers a full service SMSF solution for busy professionals who do not have the time to manage the day-to-day operations of a large fund. The Platinum Package offers full strategic, investment and estate planning advice and provides a high level on monitoring and client communication.

This package includes:


Fee For Service Advice Package:

Self Managed Retirement Systems is a fee for service practice and offer a pure fee for service offer; we can provide investment and strategic advice to an existing fund at a fixed hourly rate.

Please Note:
As an Authorised Representative of Dover Advisers, we are not authorised to provide the following services:

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retire at 55 or 75?
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the ones that you love
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Squeeze the most out of
your investment returns
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Control your own
destiny with a SMSF
Learn more about SMSF Establishment