(08) 9381 4444 rstark@smrspl.com.au

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:

  • A face to face annual review
  • Development and monitoring of investment strategy and portfolio construction
  • Personal insurance analysis and review
  • Compliance advice and review
  • Supply of statements for self lodgement of annual return
  • Email and telephone support
  • Quarterly newsletter
  • Individual portfolio logins via our website

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:

  • Bi-annual face to face reviews
  • Development and review of investment strategy and portfolio construction
  • Personal Insurance analysis and review
  • Compliance advice and review
  • Unlimited email and phone support
  • Quarterly newsletter and monthly market updates
  • Consolidated portfolio reporting and daily pricing
  • Portfolio reports
  • Automatic updates of dividends
  • Automatic update when buying or selling assets
  • Establishment of reserves
  • Comprehensive Estate Planning advice
  • SMSF Gearing Advice

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 Core Financial Services, we are not authorised to provide the following services:

  • Legal or taxation advice
  • Draft or amend an SMSF trust deed
  • Provide administration services for the daily operation of an SMSF (these should be provided by an accountant or administration service). We can however facilitate the arrangement of these services
  • Conduct financial and compliance audits on the SMSF
  • Provide actuarial certificates or valuations for defined benefit funds
  • Hold a Power of Attorney on a client’s account.

ABN 14 054 013 857 | Financial Services Guide |  Privacy Policy

Self Managed Retirement Systems Pty Ltd is a corporate authorised representative of Core Financial Services Pty Ltd ABN 91 607 163 646 (AFSL 480009)

General Advice Warning
All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial and taxation advice prior to acting on this information.