New Client Offers

New Client Offers


Fixed Fee Rollovers - $350 per rollover

We will provide full administration services to organise the rollover of your superannuation to your new fund when you utilise our portfolio management services for 24 months. We will do this at a low fixed administrative cost.

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Free Statement Of Investment Advice

Clients who take up our portfolio management services for 24 months at our standard advertised rate as per this web site can have us prepare a Statement of Investment advice at no cost to them.

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Free SMSF Deed Establishment

Legal work to establish the Self Managed Super Fund undertaken at no cost to the client > Available to all new clients taking up our portfolio management services.

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To request an appointment with an Accounting, Law or Investment Client Service Manager, please fill out the form or Call: 1300 797 858.

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