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.

Free SMSF Deed Estabishment

Legal work to establish the Self Managed Super Fund undertaken at no cost to you. $990 value to new clients taking up this offer.

Offer limited to new clients who engage portfolio management services for a 12 month period.

Offer does not include establishment of a corporate trustee or ASIC fees regarding same. Offer does not include Accountants compliance and AUdit complaince services which are mandatorily required by ATO. 

We are able to refer you to Ascendia Lawyers for establishment of corporate trustee for you at a very competitive rate where this is required. Similarly we can refer you to Ascendia Accountants for very competitive fee quote for SMSF Accountancy services.

There will be the minor cost of getting TFN on estabishment (by your accountant), ABN where needed and GST registration where needed.