Transfer to us

Switching to us is quick and easy, simply fill out the form below, select the option “you would like to transfer to us” and one of our qualified SMSF specialists will contact you, give you an indication of our fees, and send you our engagement letter and cost agreement.
Once you have signed our engagement letter, we will do all the hard part such as inform your current accountant or administrator and attend to the transfer of your documents and historical information.
What to expect from us;

  • Fixed Fee: No hidden costs and you can pay it by month
  • Professional Service: Our qualified and experienced chartered accountants will take care of your SMSF administration and compliance
    • Preparation of financial statement
    • Preparation and lodgement of Tax returns
    • Arrange for Independent Audit according to current best practice, and to give you that extra assurance of quality
    • Provide comprehensive tax advice if need (not included in the fixed fee)
  • Total Financial Services: We can assist you with all your financial planning needs to grow your fund in consultation with our associates
  • Accessibility: you can access your historical financial statements, tax returns and other important documents 24/7 from our secure client login area

 

Don’t want to change your accountant/administrator

Still like your current accountant/SMSF administrator, don’t worry we can still help reduce your fees. Simply fill the form below and select the option “You want to continue with your current accountant/ SMSF administrator”. We will contact them and offer them our professional partner packages that will help reduce your fees.
Please note that our professional partners may not be able to match our fees as these packages are designed in such a way that they will still be required to perform some work on your SMSF such as review, lodgement of tax return with ATO, arrange for or audit your SMSF and they may charge fees for this services.

Mandatory fields are indicated *

Your Details

Given Name *
Middle Name
Last Name *
Daytime contact number *
Mobile number
Email address *

Details of your current Accountant/Fund administrator

Name *
Daytime contact number *
Mobile number
Email address *

I would like to transfer: We will contact you first and only contact your accountant/administrator if you agree with our engagement.
I want to continue with my current accountant/SMSF administrator.

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